Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 57.1M | 6.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 50.2M | 5.7B | 2.8% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 22.7M | 2.6B | 1.3% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 21.8M | 2.5B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 21.4M | 2.4B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2025 | 15.9M | 1.8B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2025 | 11.1M | 1.3B | 0.6% |
| SELECT SECTOR SPDR TRT-The Communication Services Select Sector SPDR F | Apr 30, 2025 | 9.3M | 1.0B | 0.5% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | Apr 30, 2025 | 5.5M | 623.7M | 0.3% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2025 | 5.2M | 588.7M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.