Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 10.4M | 868.8M | 3.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 9.5M | 792.2M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 8.4M | 698.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 7.2M | 603.2M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 4.3M | 356.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 4.2M | 352.7M | 1.3% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 4.0M | 331.5M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 4.0M | 332.5M | 1.2% |
| SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD | Jan 31, 2026 | 3.4M | 284.2M | 1.0% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Jan 31, 2026 | 3.3M | 277.1M | 1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.