Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.1M | 579.5M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 2.5M | 465.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 2.1M | 401.6M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.3M | 237.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.2M | 234.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 1.2M | 221.5M | 1.2% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Dec 31, 2025 | 1.1M | 200.3M | 1.1% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jan 31, 2026 | 1.0M | 190.3M | 1.0% |
| MFS Massachusetts Investors Growth Stock Fd.-Massachusetts Investors G | Nov 30, 2025 | 970.3K | 182.4M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 903.3K | 169.8M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.