Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 18.6M | 1.5B | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 14.9M | 1.2B | 2.9% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 12.9M | 1.0B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 12.9M | 1.0B | 2.5% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 9.9M | 791.5M | 1.9% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Jan 31, 2026 | 9.7M | 776.9M | 1.9% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 7.6M | 606.2M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 7.6M | 606.8M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 7.5M | 600.1M | 1.5% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 7.1M | 565.6M | 1.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.