Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.8M | 10.8B | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 2.6M | 9.8B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 2.3M | 8.6B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 2.0M | 7.5B | 2.2% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 1.6M | 6.1B | 1.8% |
| Income Fund of America | Jan 31, 2026 | 1.2M | 4.7B | 1.4% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Dec 31, 2025 | 1.2M | 4.6B | 1.3% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 1.2M | 4.5B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.2M | 4.4B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.1M | 4.3B | 1.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.