Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 150.3M | 50.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 122.7M | 41.5B | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 63.0M | 21.3B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 61.5M | 20.8B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 58.9M | 19.9B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 43.0M | 14.6B | 0.9% |
| Growth Fund of America | Sep 30, 2026 | 41.0M | 13.9B | 0.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2026 | 36.6M | 12.4B | 0.8% |
| Invesco QQQ Trust, Series 1 | Aug 31, 2026 | 36.9M | 12.5B | 0.8% |
| AMERICAN BALANCED FUND | Sep 30, 2026 | 33.0M | 11.2B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.