Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 15.2M | 3.9B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 13.5M | 3.5B | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 6.9M | 1.8B | 1.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 6.8M | 1.7B | 1.0% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 6.4M | 1.7B | 0.9% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | Jan 31, 2026 | 5.4M | 1.4B | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 4.4M | 1.1B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Oct 31, 2025 | 4.2M | 1.1B | 0.6% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Jan 31, 2026 | 3.8M | 986.2M | 0.6% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 3.6M | 916.7M | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.