Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 60.1M | 12.0B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 48.5M | 9.7B | 2.5% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Sep 30, 2026 | 34.5M | 6.9B | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 24.9M | 5.0B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 24.4M | 4.9B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 24.3M | 4.8B | 1.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | May 31, 2026 | 20.0M | 4.0B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2026 | 18.0M | 3.6B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Jun 30, 2026 | 10.2M | 2.0B | 0.5% |
| VANGUARD WORLD FUND-Vanguard Energy Index Fund | May 31, 2026 | 9.3M | 1.9B | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.