Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.0M | 1.5B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.6M | 1.2B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 1.4M | 1.0B | 2.2% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 1.1M | 789.4M | 1.7% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 947.3K | 693.0M | 1.5% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 837.5K | 612.7M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 818.8K | 599.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 809.8K | 592.4M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 763.7K | 558.6M | 1.2% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 632.5K | 462.7M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.