Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 9.7M | 3.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 7.8M | 2.9B | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 4.0M | 1.5B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 3.9M | 1.5B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 3.7M | 1.4B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 3.4M | 1.3B | 1.1% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Jan 31, 2026 | 2.2M | 824.8M | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 1.8M | 660.8M | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2026 | 1.7M | 637.4M | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jan 31, 2026 | 1.7M | 620.1M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.