Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 56.1M | 28.2B | 4.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 50.9M | 25.6B | 3.8% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 23.0M | 11.6B | 1.7% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 22.1M | 11.1B | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 21.7M | 10.9B | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2025 | 13.4M | 6.7B | 1% |
| SELECT SECTOR SPDR TRUST-The Financial Select Sector SPDR Fund | Apr 30, 2025 | 13.2M | 6.6B | 1.0% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2025 | 11.3M | 5.7B | 0.8% |
| iShares Trust-iShares Russell 1000 Value ETF | Apr 30, 2025 | 4.6M | 2.3B | 0.3% |
| SCHWAB CAPITAL TRUST-Schwab S&P 500 Index Fund | Jan 31, 2025 | 4.0M | 2.0B | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.