Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 22.5M | 272.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 18.0M | 217.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 16.1M | 196.0M | 2.3% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Jan 31, 2026 | 11.7M | 142.4M | 1.7% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jan 31, 2026 | 11.6M | 140.2M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 9.3M | 113.1M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 9.2M | 111.2M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 9.1M | 110.0M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 8.6M | 104.6M | 1.2% |
| SPDR SERIES TRT-State Street SPDR PORT. S&P 500 High Dividend ETF | Jan 31, 2026 | 6.5M | 79.3M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.