Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 52.4M | 340.6B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 41.9M | 272.4B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 22.8M | 148.5B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 21.3M | 138.5B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 20.0M | 130.4B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 17.4M | 113.1B | 1.0% |
| Growth Fund of America | Jun 30, 2026 | 11.5M | 75.0B | 0.7% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Jun 30, 2026 | 11.3M | 73.5B | 0.7% |
| AMERICAN BALANCED FUND | Jun 30, 2026 | 9.4M | 61.5B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 9.2M | 59.7B | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.