Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 14.2M | 1.5B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 11.4M | 1.2B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 9.8M | 1.0B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 5.8M | 595.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 5.8M | 594.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 5.3M | 543.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 4.2M | 430.1M | 0.9% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Nov 30, 2025 | 3.7M | 379.0M | 0.8% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | Feb 28, 2026 | 3.6M | 368.9M | 0.8% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Feb 28, 2026 | 3.2M | 327.8M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.