Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 35.0M | 5.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 28.1M | 4.2B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 14.3M | 2.1B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 14.2M | 2.1B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 13.3M | 2.0B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 12.0M | 1.8B | 1.1% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Mar 31, 2026 | 10.2M | 1.5B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 6.4M | 951.4M | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jan 31, 2026 | 6.1M | 908.4M | 0.6% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 6.0M | 891.4M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.