Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 78.0M | 158.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 62.6M | 127.0B | 2.5% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 33.8M | 68.6B | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 31.9M | 64.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 31.6M | 64.1B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 29.2M | 59.3B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 22.8M | 46.3B | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF | Feb 28, 2026 | 18.4M | 37.3B | 0.7% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jan 31, 2026 | 18.1M | 36.7B | 0.7% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 16.0M | 32.4B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.