Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 38.4M | 41.2B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 30.8M | 33.1B | 2.5% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Jan 31, 2026 | 22.0M | 23.6B | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 15.7M | 16.9B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 15.5M | 16.7B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 14.7M | 15.7B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 13.3M | 14.3B | 1.1% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 11.8M | 12.7B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 11.2M | 12.1B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 7.0M | 7.5B | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.