Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 178.8M | 82.3B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 143.4M | 66.0B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 72.5M | 33.4B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 72.4M | 33.3B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 66.0M | 30.4B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 52.3M | 24.1B | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF | Mar 31, 2026 | 41.6M | 19.1B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 32.6M | 15.0B | 0.6% |
| VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund | Jan 31, 2026 | 22.9M | 10.5B | 0.4% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 19.8M | 9.1B | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.