Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 34.4M | 668.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 23.8M | 462.7M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 23.4M | 455.6M | 2.2% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 19.4M | 377.5M | 1.8% |
| iShares Trust-iShares Select Dividend ETF | Jan 31, 2026 | 18.8M | 365.9M | 1.7% |
| WASHINGTON MUTUAL INVESTORS FUND | Dec 31, 2025 | 18.4M | 357.8M | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 12.0M | 232.5M | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 11.8M | 229.6M | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 11.2M | 217.1M | 1.0% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 10.2M | 199.2M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.