Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 29.4M | 112.5B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 23.6M | 90.2B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 12.0M | 46.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 11.9M | 45.7B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 11.2M | 42.7B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 8.6M | 32.9B | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Apr 30, 2026 | 7.2M | 27.5B | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 6.2M | 23.8B | 0.7% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 5.8M | 22.3B | 0.6% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 5.5M | 21.0B | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.