Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 38.8M | 4.5B | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 32.7M | 3.8B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 31.2M | 3.6B | 2.6% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Apr 30, 2026 | 23.4M | 2.7B | 1.9% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 15.8M | 1.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 15.6M | 1.8B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 14.6M | 1.7B | 1.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 14.1M | 1.6B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 11.4M | 1.3B | 0.9% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 10.9M | 1.3B | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.