Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.0M | 2.7B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.6M | 2.2B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.9M | 1.1B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.8M | 1.1B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.7M | 1.0B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.0M | 799.5M | 0.9% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Eqy. Premium Income ETF | Dec 31, 2025 | 1.4M | 546.4M | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 1.3M | 498.6M | 0.6% |
| Fidelity Magellan Fund | Feb 28, 2026 | 1.2M | 482.2M | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Oct 31, 2025 | 1.2M | 478.3M | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.