Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.4M | 332.7M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.4M | 253.7M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.2M | 240.4M | 2.3% |
| BLACKROCK EQUITY DIVIDEND FUND | Jan 31, 2026 | 2.5M | 189.5M | 1.8% |
| Capital Group Dividend Value ETF | Nov 30, 2025 | 2.1M | 156.1M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.1M | 155.0M | 1.5% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jan 31, 2026 | 1.9M | 146.5M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.7M | 129.5M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.7M | 128.1M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 1.6M | 120.0M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.