Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.4M | 1.0B | 3.0% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 3.5M | 846.7M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.5M | 830.9M | 2.4% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 1.8M | 423.5M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 1.8M | 420.8M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 1.6M | 395.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.6M | 377.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 1.5M | 362.2M | 1.0% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 1.3M | 321.9M | 0.9% |
| SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF | Apr 30, 2026 | 1.2M | 296.6M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.