Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 65.5M | 106.4B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 52.5M | 85.4B | 2.5% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Apr 30, 2026 | 34.6M | 56.3B | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 26.8M | 43.5B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 26.6M | 43.2B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 24.9M | 40.4B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 18.2M | 29.5B | 0.9% |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 16.7M | 27.2B | 0.8% |
| VANGUARD WORLD FUND-Vanguard Utilities Index Fund | Feb 28, 2026 | 14.0M | 22.8B | 0.7% |
| PUTNAM LARGE CAP VALUE FUND | Jan 31, 2026 | 12.0M | 19.5B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.