Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 5.9M | 993.0M | 5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.7M | 623.6M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.0M | 501.6M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.7M | 451.4M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.7M | 291.0M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.5M | 256.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.5M | 253.2M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 1.4M | 239.5M | 1.2% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Jan 31, 2026 | 1.4M | 238.8M | 1.2% |
| John Hancock Funds III-Disciplined Value Fund | Jan 31, 2026 | 1.1M | 187.7M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.