Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 132.3M | 19.8B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 106.2M | 15.9B | 2.6% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Apr 30, 2026 | 60.0M | 9.0B | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 54.1M | 8.1B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 53.6M | 8.0B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 49.9M | 7.5B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 38.5M | 5.8B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 23.6M | 3.5B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2026 | 23.4M | 3.5B | 0.6% |
| VANGUARD WORLD FUND-Vanguard Energy Index Fund | Feb 28, 2026 | 17.6M | 2.6B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.