Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.0M | 45.0B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 4.0M | 36.1B | 1.8% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 4.0M | 35.9B | 1.8% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 2.5M | 22.2B | 1.1% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 2.1M | 19.2B | 1.0% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.1M | 18.4B | 0.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.0M | 18.2B | 0.9% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 1.9M | 17.2B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 1.5M | 13.2B | 0.7% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 1.4M | 12.5B | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.