Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 14.4M | 39.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 11.8M | 32.1B | 2.6% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | May 31, 2026 | 10.8M | 29.5B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 9.8M | 26.8B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jul 31, 2026 | 6.1M | 16.7B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 5.9M | 16.0B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jul 31, 2026 | 5.6M | 15.2B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2026 | 4.3M | 11.8B | 1.0% |
| SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD | Jul 31, 2026 | 4.2M | 11.5B | 0.9% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Jul 31, 2026 | 3.5M | 9.5B | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.