Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 178.8M | 89.4B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 143.4M | 71.7B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 73.2M | 36.6B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 72.2M | 36.1B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 68.3M | 34.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 52.3M | 26.2B | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF | Jan 31, 2026 | 41.5M | 20.8B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 32.6M | 16.3B | 0.6% |
| VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund | Oct 31, 2025 | 22.3M | 11.1B | 0.4% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 19.8M | 9.9B | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.