Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 123.1M | 1.4B | 3.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 111.8M | 1.3B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 98.7M | 1.2B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 85.2M | 994.9M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 50.4M | 588.2M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 49.8M | 581.7M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 46.9M | 547.9M | 1.2% |
| iShares Trust-iShares Select Dividend ETF | Jan 31, 2026 | 41.7M | 487.2M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 36.0M | 420.7M | 0.9% |
| Pacer Funds Trust-Pacer US Cash Cows 100 ETF | Oct 31, 2025 | 30.4M | 354.6M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.