Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 17.7M | 2.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 14.2M | 1.7B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 7.2M | 846.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 7.2M | 840.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 6.7M | 787.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 5.2M | 605.7M | 0.9% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 4.1M | 482.2M | 0.7% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Eqy. Premium Income ETF | Dec 31, 2025 | 3.7M | 431.9M | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 3.2M | 377.7M | 0.6% |
| SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF | Apr 30, 2026 | 3.1M | 367.6M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.