Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 37.5M | 124.3B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 30.5M | 101.1B | 1.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 15.4M | 51.0B | 1.0% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 15.4M | 51.1B | 1.0% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 13.9M | 46.3B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 11.0M | 36.4B | 0.7% |
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 9.1M | 30.3B | 0.6% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Mar 31, 2026 | 8.2M | 27.3B | 0.5% |
| Fidelity Contrafund | Feb 28, 2026 | 7.5M | 24.8B | 0.5% |
| MFS SERIES TRUST I-MFS Value Fund | Feb 28, 2026 | 7.1M | 23.7B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.