Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 37.8M | 141.4B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 30.6M | 114.3B | 1.9% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 15.6M | 58.2B | 1.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 15.4M | 57.7B | 1.0% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 14.4M | 53.7B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 11.0M | 41.2B | 0.7% |
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 9.1M | 34.2B | 0.6% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Apr 30, 2026 | 8.4M | 31.5B | 0.5% |
| Fidelity Contrafund | Apr 30, 2026 | 7.2M | 26.8B | 0.5% |
| MFS SERIES TRUST I-MFS Value Fund | Feb 28, 2026 | 7.1M | 26.7B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.