Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 56.2M | 5.2T | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 45.0M | 4.2T | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 22.9M | 2.1T | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 22.7M | 2.1T | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 21.2M | 2.0T | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 16.4M | 1.5T | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect | Apr 30, 2026 | 11.3M | 1.0T | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 10.0M | 925.8B | 0.6% |
| VANGUARD WELLINGTON FUND | Feb 28, 2026 | 7.5M | 693.7B | 0.4% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Feb 28, 2026 | 6.7M | 622.9B | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.