Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 11.3M | 3.3B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 9.1M | 2.7B | 2.5% |
| Income Fund of America | Dec 31, 2025 | 4.7M | 1.4B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 4.6M | 1.4B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 4.6M | 1.3B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 4.3M | 1.3B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 3.3M | 975.6M | 0.9% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Jan 31, 2026 | 2.6M | 759.4M | 0.7% |
| WASHINGTON MUTUAL INVESTORS FUND | Dec 31, 2025 | 2.3M | 680.8M | 0.6% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Nov 30, 2025 | 2.3M | 679.0M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.