Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 222.8M | 5.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 178.8M | 4.4B | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 91.2M | 2.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 90.2M | 2.2B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 85.1M | 2.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 65.2M | 1.6B | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect | Jan 31, 2026 | 50.0M | 1.2B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 40.7M | 994.8M | 0.6% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Nov 30, 2025 | 28.6M | 700.4M | 0.4% |
| VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund | Jan 31, 2026 | 27.8M | 679.9M | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.