Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 22.4M | 23.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 18.0M | 18.8B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 9.2M | 9.6B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 9.1M | 9.5B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 8.5M | 8.9B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 7.6M | 8.0B | 1.1% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones | Apr 30, 2026 | 5.3M | 5.6B | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 4.1M | 4.3B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2026 | 3.9M | 4.1B | 0.6% |
| SELECT SECTOR SPDR TRT-State Street Consumer Discretionary Select Sect | Apr 30, 2026 | 3.1M | 3.2B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.