Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 80.8M | 487.0B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 64.1M | 386.6B | 2.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 36.9M | 222.3B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 34.6M | 208.9B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 32.4M | 195.3B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2026 | 23.8M | 143.3B | 0.9% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Jun 30, 2026 | 18.1M | 109.3B | 0.7% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Apr 30, 2026 | 14.3M | 86.1B | 0.5% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Jun 30, 2026 | 13.4M | 80.9B | 0.5% |
| VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund | Apr 30, 2026 | 10.1M | 60.9B | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.