Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 29.8M | 6.9T | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 24.4M | 5.7T | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 12.5M | 2.9T | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 12.2M | 2.8T | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 11.7M | 2.7T | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2026 | 8.9M | 2.1T | 1.0% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Sep 30, 2026 | 6.8M | 1.6T | 0.7% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 6.2M | 1.4T | 0.7% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jul 31, 2026 | 5.3M | 1.2T | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Jun 30, 2026 | 5.1M | 1.2T | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.