Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 14.2M | 1.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 11.5M | 1.1B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 9.7M | 909.1M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 5.8M | 549.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 5.8M | 544.2M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 5.4M | 509.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 4.1M | 389.4M | 0.9% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Feb 28, 2026 | 3.6M | 335.4M | 0.8% |
| Fidelity Contrafund | Apr 30, 2026 | 3.3M | 313.8M | 0.8% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Apr 30, 2026 | 2.9M | 275.4M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.