Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 14.4M | 2.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 11.8M | 1.8B | 2.6% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | May 31, 2026 | 10.8M | 1.6B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 9.8M | 1.5B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 6.1M | 922.2M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 5.9M | 898.4M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 5.6M | 857.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2026 | 4.3M | 659.6M | 1.0% |
| SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD | Sep 30, 2026 | 3.9M | 587.7M | 0.9% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Aug 31, 2026 | 3.2M | 481.7M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.