Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 78.5M | 99.6B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 64.1M | 81.3B | 2.4% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 35.7M | 45.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 34.8M | 44.1B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Aug 31, 2026 | 32.8M | 41.6B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2026 | 23.8M | 30.1B | 0.9% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Aug 31, 2026 | 18.0M | 22.8B | 0.7% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jul 31, 2026 | 15.2M | 19.2B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Jun 30, 2026 | 13.4M | 17.0B | 0.5% |
| VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund | Jul 31, 2026 | 10.8M | 13.7B | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.