Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 137.1M | 14.0B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 121.0M | 12.3B | 2.8% |
| SELECT SECTOR SPDR TRUST-The Energy Select Sector SPDR Fund | Apr 30, 2025 | 60.0M | 6.1B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 54.7M | 5.6B | 1.3% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 52.4M | 5.3B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 51.6M | 5.2B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2025 | 38.0M | 3.9B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2025 | 26.8M | 2.7B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2025 | 24.3M | 2.5B | 0.6% |
| VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund | Jan 31, 2025 | 18.7M | 1.9B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.