Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 75.7M | 14.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 60.8M | 11.7B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 31.2M | 6.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 30.8M | 5.9B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 28.8M | 5.6B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 22.3M | 4.3B | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF | Apr 30, 2026 | 17.4M | 3.4B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 13.6M | 2.6B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2026 | 13.2M | 2.6B | 0.6% |
| VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund | Jan 31, 2026 | 9.7M | 1.9B | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.