Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 23.6M | 43.9B | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 22.8M | 42.4B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 18.8M | 34.9B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 9.6M | 17.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 9.5M | 17.6B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 8.8M | 16.4B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 6.9M | 12.8B | 0.9% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Apr 30, 2026 | 5.4M | 10.1B | 0.7% |
| -Victory Pioneer Fund | Mar 31, 2026 | 4.2M | 7.9B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 4.2M | 7.8B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.