Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 14.2M | 26.7B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 11.5M | 21.6B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 9.7M | 18.2B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 5.8M | 11.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 5.8M | 10.9B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 5.4M | 10.2B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 4.1M | 7.8B | 0.9% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Feb 28, 2026 | 3.6M | 6.7B | 0.8% |
| Fidelity Contrafund | Apr 30, 2026 | 3.3M | 6.3B | 0.8% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Apr 30, 2026 | 2.9M | 5.5B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.