Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 198.5M | 179.6B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 162.9M | 147.4B | 2.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 85.5M | 77.4B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 85.6M | 77.5B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 76.9M | 69.6B | 1.1% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 62.4M | 56.4B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 58.5M | 52.9B | 0.8% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Mar 31, 2026 | 45.4M | 41.0B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 38.6M | 34.9B | 0.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2026 | 36.2M | 32.8B | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.