Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 80.8M | 472.0B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 64.6M | 377.6B | 2.4% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 34.9M | 203.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | May 31, 2026 | 34.5M | 201.6B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | May 31, 2026 | 32.5M | 190.0B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 23.3M | 136.0B | 0.9% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | May 31, 2026 | 18.1M | 105.9B | 0.7% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Apr 30, 2026 | 14.3M | 83.5B | 0.5% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 14.3M | 83.8B | 0.5% |
| VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund | Apr 30, 2026 | 10.1M | 59.0B | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.