Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 222.3M | 89.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 177.9M | 71.7B | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 90.5M | 36.5B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 89.7M | 36.2B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 83.6M | 33.7B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 64.8M | 26.1B | 0.9% |
| Income Fund of America | Mar 31, 2026 | 49.0M | 19.8B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 39.5M | 15.9B | 0.6% |
| SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect | Apr 30, 2026 | 37.1M | 14.9B | 0.5% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Feb 28, 2026 | 27.9M | 11.2B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.