Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 52.0M | 12.5B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 41.7M | 10.0B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 21.5M | 5.1B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 21.5M | 5.2B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 19.5M | 4.7B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 17.3M | 4.2B | 1.0% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Mar 31, 2026 | 11.5M | 2.8B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 9.4M | 2.2B | 0.6% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 8.9M | 2.1B | 0.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2026 | 8.6M | 2.1B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.