Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 24.7M | 5.8T | 3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 21.2M | 5.0T | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 10.9M | 2.6T | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 10.6M | 2.5T | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 10.1M | 2.4T | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2026 | 7.4M | 1.7T | 0.9% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 6.2M | 1.5T | 0.8% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2026 | 6.0M | 1.4T | 0.7% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Sep 30, 2026 | 5.9M | 1.4T | 0.7% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones | Sep 30, 2026 | 5.1M | 1.2T | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.