Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 98.6M | 137.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 79.2M | 110.1B | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 40.0M | 55.7B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 39.9M | 55.6B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 35.8M | 49.9B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 28.9M | 40.2B | 0.9% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 27.2M | 37.9B | 0.9% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 23.0M | 32.1B | 0.8% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 21.3M | 29.7B | 0.7% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Mar 31, 2026 | 21.1M | 29.4B | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.