Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 198.5M | 8.2B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 162.9M | 6.7B | 2.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 86.5M | 3.6B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 85.5M | 3.5B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 80.6M | 3.3B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 58.5M | 2.4B | 0.8% |
| WASHINGTON MUTUAL INVESTORS FUND | Dec 31, 2025 | 58.4M | 2.4B | 0.8% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Jan 31, 2026 | 48.1M | 2.0B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 38.6M | 1.6B | 0.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Oct 31, 2025 | 37.2M | 1.5B | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.