Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 55.6M | 11.5B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 44.6M | 9.3B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 22.7M | 4.7B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 22.6M | 4.7B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 21.1M | 4.4B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 16.3M | 3.4B | 0.9% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 13.1M | 2.7B | 0.7% |
| SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF | Apr 30, 2026 | 12.8M | 2.7B | 0.7% |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 11.0M | 2.3B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 10.1M | 2.1B | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.