Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 11.3M | 3.2B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 9.1M | 2.6B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 4.6M | 1.3B | 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 | Mar 31, 2026 | 4.2M | 1.2B | 1.2% |
| Income Fund of America | Mar 31, 2026 | 4.1M | 1.2B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 3.3M | 949.7M | 0.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 3.0M | 868.1M | 0.8% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Mar 31, 2026 | 2.5M | 705.4M | 0.7% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Feb 28, 2026 | 2.2M | 643.9M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.