Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 37.5M | 5.2B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 30.5M | 4.3B | 1.9% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 15.5M | 2.2B | 1.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 15.4M | 2.2B | 1.0% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 14.5M | 2.0B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 11.0M | 1.5B | 0.7% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 8.8M | 1.2B | 0.6% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Jan 31, 2026 | 8.7M | 1.2B | 0.5% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 7.6M | 1.1B | 0.5% |
| Fidelity Contrafund | Jan 31, 2026 | 7.3M | 1.0B | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.