Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 27.4M | 13.8B | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 27.1M | 13.7B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 22.1M | 11.2B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 19.1M | 9.6B | 2.2% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 18.7M | 9.4B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 11.2M | 5.6B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 11.1M | 5.6B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 10.3M | 5.2B | 1.2% |
| iShares Trust-iShares Select Dividend ETF | Mar 31, 2026 | 10.0M | 5.0B | 1.2% |
| VANGUARD WELLESLEY INCOME FUND | Dec 31, 2025 | 8.3M | 4.2B | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.