Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 55.6M | 208.9B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 44.6M | 167.6B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 22.7M | 85.5B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 22.5M | 84.6B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 21.2M | 79.7B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 16.3M | 61.2B | 0.9% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 13.4M | 50.5B | 0.8% |
| SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF | Jan 31, 2026 | 12.9M | 48.6B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 10.1M | 38.1B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Oct 31, 2025 | 9.6M | 36.0B | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.