Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 108.1M | 151.4B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 97.6M | 136.7B | 2.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 49.8M | 69.7B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 49.4M | 69.2B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 46.2M | 64.7B | 1.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 42.4M | 59.4B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 31.7M | 44.3B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 22.2M | 31.1B | 0.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2026 | 21.3M | 29.8B | 0.5% |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 19.2M | 26.9B | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.