Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 8.6M | 1.9B | 3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 6.7M | 1.5B | 2.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 3.4M | 761.3M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 3.4M | 752.9M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 3.2M | 710.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.5M | 568.4M | 0.9% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 2.5M | 551.0M | 0.9% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 2.3M | 520.2M | 0.8% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Nov 30, 2025 | 1.6M | 360.6M | 0.6% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Jan 31, 2026 | 1.5M | 342.9M | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.