Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 10.8M | 1.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 8.1M | 1.1B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 7.3M | 957.9M | 2.2% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Apr 30, 2026 | 5.3M | 692.6M | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 4.1M | 539.3M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 4.1M | 534.3M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 3.8M | 499.7M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 3.1M | 410.3M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Mar 31, 2026 | 2.6M | 337.3M | 0.8% |
| VANGUARD WORLD FUND-Vanguard Utilities Index Fund | Feb 28, 2026 | 2.3M | 301.9M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.