Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 20.0M | 67.3B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 15.9M | 53.4B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 8.1M | 27.2B | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 8.0M | 26.9B | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 7.5M | 25.4B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 5.9M | 19.7B | 0.8% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Oct 31, 2025 | 4.9M | 16.3B | 0.7% |
| SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF | Jan 31, 2026 | 4.6M | 15.5B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Oct 31, 2025 | 4.0M | 13.3B | 0.6% |
| WASHINGTON MUTUAL INVESTORS FUND | Dec 31, 2025 | 3.8M | 12.7B | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.