Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 10.2M | 1.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 8.2M | 1.6B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 7.1M | 1.3B | 2.2% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 7.1M | 1.4B | 2.2% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 6.8M | 1.3B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 4.2M | 797.5M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 4.1M | 788.7M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 3.9M | 743.8M | 1.2% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Eqy. Premium Income ETF | Dec 31, 2025 | 3.5M | 658.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 3.0M | 570.3M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.