Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 38.8M | 2.8B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 31.0M | 2.2B | 2.5% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Jun 30, 2026 | 21.6M | 1.5B | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 16.9M | 1.2B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 15.7M | 1.1B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 14.8M | 1.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 13.2M | 938.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 11.3M | 804.1M | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 6.9M | 490.1M | 0.6% |
| VANGUARD WORLD FUND-Vanguard Energy Index Fund | May 31, 2026 | 6.0M | 426.8M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.