Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.8M | 17.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.9M | 14.4B | 2.6% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 3.8M | 14.2B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 3.3M | 12.4B | 2.3% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 2.4M | 9.1B | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.0M | 7.4B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.0M | 7.3B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 1.8M | 6.9B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 1.4M | 5.3B | 1.0% |
| VANGUARD WELLESLEY INCOME FUND | Dec 31, 2025 | 1.4M | 5.1B | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.