Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Sep 30, 2022 | 10.0M | 140.5B | 3.1% |
| Vanguard 500 Index Fund | Sep 30, 2022 | 7.7M | 109.0B | 2.4% |
| SPDR S&P 500 ETF Trust | Dec 31, 2022 | 3.7M | 51.8B | 1.1% |
| Fidelity 500 Index Fund | Dec 31, 2022 | 3.6M | 51.5B | 1.1% |
| iShares Core S&P 500 ETF | Dec 31, 2022 | 3.0M | 42.2B | 0.9% |
| Select Sector SPDR Fund-Financial | Dec 31, 2022 | 2.8M | 39.2B | 0.9% |
| Vanguard Growth Index Fund | Sep 30, 2022 | 2.7M | 38.8B | 0.9% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Sep 30, 2022 | 2.5M | 34.9B | 0.8% |
| Advisors Inner Circle Fund-Edgewood Growth Fd | Sep 30, 2022 | 2.4M | 33.6B | 0.7% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Oct 31, 2022 | 2.2M | 30.4B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.