Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 47.1M | 1.9B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 37.7M | 1.5B | 2.6% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Mar 31, 2026 | 21.1M | 861.7M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 20.4M | 836.6M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 19.1M | 780.2M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 18.0M | 735.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 16.4M | 669.4M | 1.1% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Apr 30, 2026 | 15.1M | 616.7M | 1.0% |
| Growth Fund of America | Jun 30, 2026 | 11.3M | 460.4M | 0.8% |
| SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF | Jun 30, 2026 | 10.5M | 431.2M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.