Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 132.5M | 16.8B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 106.3M | 13.5B | 2.6% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Mar 31, 2026 | 61.3M | 7.8B | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 53.8M | 6.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 53.7M | 6.8B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 48.5M | 6.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 38.8M | 4.9B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 24.2M | 3.1B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2026 | 23.4M | 3.0B | 0.6% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 17.2M | 2.2B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.