Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 14.4M | 1.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 11.5M | 1.5B | 2.5% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | May 31, 2026 | 10.8M | 1.4B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 9.8M | 1.3B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 6.3M | 809.0M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 5.8M | 751.6M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 5.5M | 706.8M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 4.2M | 540.2M | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD | Jun 30, 2026 | 4.0M | 518.2M | 0.9% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Jun 30, 2026 | 3.5M | 447.3M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.