Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 20.5M | 1.6B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 16.5M | 1.3B | 2.5% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 12.1M | 967.6M | 1.9% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 11.7M | 937.8M | 1.8% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Mar 31, 2026 | 11.1M | 892.4M | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 8.3M | 667.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 8.3M | 666.7M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 7.6M | 608.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 7.1M | 570.1M | 1.1% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 6.3M | 506.9M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.