Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 119.7M | 5.3B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 117.0M | 5.1B | 2.8% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Dividend Equity ETF | Feb 28, 2025 | 66.8M | 2.9B | 1.6% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 52.9M | 2.3B | 1.3% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 50.7M | 2.2B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 49.9M | 2.2B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2025 | 33.2M | 1.5B | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2025 | 26.0M | 1.1B | 0.6% |
| SELECT SECTOR SPDR TRT-The Communication Services Select Sector SPDR F | Apr 30, 2025 | 20.3M | 894.1M | 0.5% |
| VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund | Jan 31, 2025 | 17.6M | 771.9M | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.