Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 23.6M | 2.2B | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 22.8M | 2.1B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 18.8M | 1.7B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 9.6M | 888.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 9.5M | 880.1M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 8.8M | 821.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 6.9M | 639.4M | 0.9% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Apr 30, 2026 | 5.4M | 504.2M | 0.7% |
| -Victory Pioneer Fund | Mar 31, 2026 | 4.2M | 393.7M | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 4.2M | 387.3M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.