Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 59.4M | 1.9B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 49.4M | 1.6B | 2.2% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Apr 30, 2026 | 44.4M | 1.4B | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 25.2M | 816.6M | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 25.0M | 811.3M | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 23.4M | 760.6M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 20.6M | 667.8M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 17.4M | 564.7M | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 11.2M | 364.7M | 0.5% |
| VANGUARD WORLD FUND-Vanguard Energy Index Fund | Feb 28, 2026 | 9.5M | 308.9M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.