Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Dec 31, 2025 | 24.5M | 935.5M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 22.1M | 844.1M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 18.7M | 711.1M | 2.5% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 17.8M | 678.4M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 15.3M | 583.1M | 2.0% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Jan 31, 2026 | 12.2M | 464.6M | 1.6% |
| PUTNAM LARGE CAP VALUE FUND | Jan 31, 2026 | 11.7M | 444.6M | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 9.5M | 362.9M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 9.4M | 358.9M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 8.8M | 336.8M | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.