Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 148.4M | 59.7B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 119.1M | 47.9B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 60.1M | 24.2B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 60.2M | 24.2B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 55.6M | 22.3B | 1.2% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 44.8M | 18.0B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 41.1M | 16.5B | 0.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 40.3M | 16.2B | 0.9% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 39.1M | 15.7B | 0.8% |
| Invesco QQQ Trust, Series 1 | Feb 28, 2026 | 36.4M | 14.6B | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.