Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 56.4M | 23.9T | 4.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 46.2M | 19.6T | 3.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 23.6M | 10.0T | 1.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 23.3M | 9.9T | 1.7% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 21.3M | 9.0T | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 14.4M | 6.1T | 1.0% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Mar 31, 2026 | 12.5M | 5.3T | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 10.5M | 4.5T | 0.8% |
| SCHWAB CAPITAL TRUST-Schwab S&P 500 Index Fund | Jan 31, 2026 | 4.1M | 1.7T | 0.3% |
| iShares Trust-iShares Russell 1000 Value ETF | Mar 31, 2026 | 4.2M | 1.8T | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.