Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 119.2M | 5.1T | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 106.3M | 4.6T | 2.6% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 73.9M | 3.2T | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 54.2M | 2.3T | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 53.9M | 2.3T | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 50.4M | 2.2T | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 34.9M | 1.5T | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 24.2M | 1.0T | 0.6% |
| SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect | Apr 30, 2026 | 21.2M | 912.9B | 0.5% |
| VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund | Jan 31, 2026 | 17.0M | 731.7B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.