Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 16.0M | 558.1M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 12.6M | 441.2M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 11.0M | 385.3M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 7.3M | 254.2M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 6.5M | 225.3M | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 6.4M | 224.2M | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 5.8M | 203.2M | 1.0% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Apr 30, 2026 | 5.3M | 185.2M | 0.9% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 5.2M | 182.9M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Dec 31, 2025 | 4.2M | 148.1M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.