Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.3M | 65.4B | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 6.3M | 56.5B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.1M | 46.2B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 2.6M | 23.4B | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 2.6M | 23.2B | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 2.4M | 21.7B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.1M | 19.1B | 0.9% |
| GLOBAL X FUNDS-Global X Defense Tech ETF | Apr 30, 2026 | 1.3M | 11.5B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 1.2M | 10.5B | 0.5% |
| SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF | Apr 30, 2026 | 1.1M | 10.2B | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.