Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 88.3M | 23.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 77.7M | 20.5B | 2.8% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 35.1M | 9.3B | 1.3% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 33.7M | 8.9B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 33.1M | 8.8B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2025 | 24.5M | 6.5B | 0.9% |
| SELECT SECTOR SPDR TRUST-The Financial Select Sector SPDR Fund | Apr 30, 2025 | 20.1M | 5.3B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2025 | 17.2M | 4.6B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2025 | 15.4M | 4.1B | 0.6% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2025 | 11.9M | 3.1B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.