Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 18.8M | 1.2B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 14.4M | 915.3M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 13.0M | 826.4M | 2.0% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 8.8M | 559.2M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 7.8M | 499.4M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 7.8M | 493.9M | 1.2% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Oct 31, 2025 | 7.5M | 480.4M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 7.3M | 464.6M | 1.2% |
| SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD | Jan 31, 2026 | 6.3M | 398.1M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 4.5M | 285.7M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.