Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 14.7M | 226.5B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 11.8M | 181.7B | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 6.0M | 92.1B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 5.9M | 91.5B | 1.3% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones | Mar 31, 2026 | 5.5M | 85.0B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 5.4M | 83.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 4.3M | 66.3B | 0.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 2.7M | 41.4B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 2.7M | 41.4B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2026 | 2.6M | 40.0B | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.