Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 19.8M | 1.5B | 3.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 18.0M | 1.4B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 15.9M | 1.2B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 13.7M | 1.1B | 2.2% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Jan 31, 2026 | 13.0M | 996.4M | 2.1% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 8.2M | 632.0M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 8.1M | 622.2M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 8.0M | 615.5M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 7.6M | 581.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 5.8M | 445.1M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.