Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.5M | 390.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.2M | 315.9M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 4.7M | 284.3M | 2.3% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Dec 31, 2025 | 4.6M | 276.0M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 3.0M | 183.3M | 1.5% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 3.0M | 179.2M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.7M | 161.1M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 2.6M | 159.2M | 1.3% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Jan 31, 2026 | 2.5M | 153.5M | 1.3% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jan 31, 2026 | 2.5M | 151.6M | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.