Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 10.1M | 2.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 7.6M | 1.6B | 2.4% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 3.8M | 829.8M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 3.8M | 827.0M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 3.4M | 742.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.9M | 636.1M | 0.9% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 2.7M | 575.5M | 0.8% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Mar 31, 2026 | 2.2M | 481.6M | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 1.7M | 373.7M | 0.5% |
| John Hancock Funds III-Disciplined Value Fund | Mar 31, 2026 | 1.4M | 291.6M | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.