Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 150.6M | 55.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 120.5M | 44.1B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 65.3M | 23.9B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 60.7M | 22.3B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 57.2M | 21.0B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 45.2M | 16.6B | 1.0% |
| Growth Fund of America | Jun 30, 2026 | 41.4M | 15.1B | 0.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Jun 30, 2026 | 37.2M | 13.6B | 0.8% |
| Invesco QQQ Trust, Series 1 | Jun 30, 2026 | 36.5M | 13.4B | 0.8% |
| AMERICAN BALANCED FUND | Jun 30, 2026 | 33.4M | 12.2B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.