Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 10.7M | 1.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 8.0M | 1.0B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 7.4M | 955.4M | 2.2% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Jan 31, 2026 | 5.2M | 679.9M | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 4.1M | 531.0M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 4.1M | 525.1M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 3.8M | 495.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 3.1M | 403.9M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Dec 31, 2025 | 2.8M | 367.2M | 0.8% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Nov 30, 2025 | 2.3M | 300.0M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.