Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 56.4M | 22.9B | 4.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 46.2M | 18.8B | 3.3% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 23.7M | 9.6B | 1.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 23.4M | 9.5B | 1.7% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 21.9M | 8.9B | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 14.4M | 5.9B | 1.0% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Apr 30, 2026 | 12.8M | 5.2B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 10.3M | 4.2B | 0.7% |
| iShares Trust-iShares Russell 1000 Value ETF | Apr 30, 2026 | 4.2M | 1.7B | 0.3% |
| SCHWAB CAPITAL TRUST-Schwab S&P 500 Index Fund | Jan 31, 2026 | 4.1M | 1.7B | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.