Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 31.4M | 11.5B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 27.6M | 10.1B | 2.8% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 12.5M | 4.6B | 1.3% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 12.0M | 4.4B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 11.8M | 4.3B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2025 | 8.7M | 3.2B | 0.9% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Dividend Equity ETF | Feb 28, 2025 | 6.6M | 2.4B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2025 | 6.1M | 2.3B | 0.6% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | Apr 30, 2025 | 5.5M | 2.0B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2025 | 5.5M | 2.0B | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.