Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 60.1M | 193.4B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 47.7M | 153.6B | 2.4% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Mar 31, 2026 | 36.6M | 117.9B | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 24.1M | 77.6B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 24.1M | 77.5B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 21.7M | 69.9B | 1.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 18.0M | 57.9B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 17.6M | 56.7B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 10.9M | 35.0B | 0.6% |
| VANGUARD WORLD FUND-Vanguard Energy Index Fund | Nov 30, 2025 | 8.7M | 27.9B | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.