Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 9.6M | 612.8M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 7.7M | 492.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 6.6M | 424.6M | 2.2% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Feb 28, 2026 | 5.1M | 327.1M | 1.7% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Dec 31, 2025 | 4.3M | 277.0M | 1.4% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 3.9M | 252.7M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 3.9M | 248.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 3.9M | 248.3M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 3.5M | 227.3M | 1.2% |
| MFS Massachusetts Investors Growth Stock Fd.-Massachusetts Investors G | Nov 30, 2025 | 3.1M | 197.5M | 1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.