Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 19.5M | 55.9B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 15.6M | 44.7B | 2.4% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 8.0M | 22.8B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 7.9M | 22.6B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 7.3M | 21.0B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 5.7M | 16.3B | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Apr 30, 2026 | 4.7M | 13.5B | 0.7% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 4.3M | 12.4B | 0.6% |
| MFS SERIES TRUST I-MFS Value Fund | Feb 28, 2026 | 3.7M | 10.6B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 3.5M | 9.9B | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.