Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 9.6M | 712.3M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 7.7M | 572.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 6.6M | 493.5M | 2.1% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Apr 30, 2026 | 5.1M | 379.3M | 1.7% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Dec 31, 2025 | 4.3M | 322.0M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 3.9M | 293.5M | 1.3% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 3.9M | 293.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 3.9M | 291.6M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 3.7M | 272.8M | 1.2% |
| iShares Trust-iShares Select Dividend ETF | Mar 31, 2026 | 3.0M | 224.8M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.