Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.6M | 210.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 2.9M | 167.5M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.6M | 150.8M | 2.3% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Mar 31, 2026 | 2.5M | 149.4M | 2.3% |
| ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF | Apr 30, 2026 | 2.5M | 147.8M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.5M | 85.1M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.4M | 84.6M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 1.4M | 84.7M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 1.3M | 76.7M | 1.2% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 1.3M | 75.9M | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.