Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 35.3M | 100.5B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 28.2M | 80.5B | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 14.4M | 41.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 14.2M | 40.6B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | May 31, 2026 | 13.4M | 38.2B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 12.0M | 34.2B | 1.1% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Apr 30, 2026 | 10.2M | 29.1B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 6.3M | 17.9B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jan 31, 2026 | 6.1M | 17.4B | 0.6% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Mar 31, 2026 | 5.9M | 16.9B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.