Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 10.0M | 4.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 8.0M | 3.3B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 7.2M | 3.0B | 2.3% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Feb 28, 2026 | 7.2M | 3.0B | 2.3% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 6.5M | 2.7B | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 4.6M | 1.9B | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 4.1M | 1.7B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 4.0M | 1.7B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 3.7M | 1.5B | 1.2% |
| Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund | Feb 28, 2026 | 3.0M | 1.2B | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.