Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 22.6M | 7.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 19.9M | 6.2B | 2.8% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 9.0M | 2.8B | 1.3% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 8.6M | 2.7B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 8.5M | 2.7B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2025 | 7.4M | 2.3B | 1.0% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jan 31, 2025 | 6.5M | 2.0B | 0.9% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | Apr 30, 2025 | 5.5M | 1.7B | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2025 | 4.4M | 1.4B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2025 | 3.9M | 1.2B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.