Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 197.5M | 188.4B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 162.4M | 154.9B | 2.3% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 85.8M | 81.9B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 85.0M | 81.1B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 79.3M | 75.7B | 1.1% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 62.4M | 59.5B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 56.9M | 54.3B | 0.8% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Apr 30, 2026 | 46.4M | 44.3B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 36.0M | 34.4B | 0.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2026 | 36.2M | 34.5B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.