Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 73.4M | 187.7B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 58.9M | 150.6B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 29.7M | 76.0B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 29.9M | 76.4B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 26.9M | 68.9B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 21.5M | 55.0B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 13.4M | 34.3B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2026 | 12.9M | 32.9B | 0.6% |
| VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund | Jan 31, 2026 | 9.5M | 24.2B | 0.4% |
| Franklin Custodian Funds-FRANKLIN INCOME FUND | Dec 31, 2025 | 8M | 20.4B | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.