Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.8M | 1.7B | 3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.8M | 1.4B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 4.7M | 1.2B | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 3.0M | 741.2M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 2.9M | 731.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 2.7M | 684.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 2.0M | 501.2M | 0.9% |
| SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF | Apr 30, 2026 | 1.9M | 467.1M | 0.8% |
| GLOBAL X FUNDS-Global X US Infrastructure Development ETF | Apr 30, 2026 | 1.6M | 411.3M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund | Mar 31, 2026 | 1.4M | 352.2M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.