Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 48.9M | 6.8B | 3.1% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 44.7M | 6.2B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 39.3M | 5.4B | 2.5% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 37.2M | 5.1B | 2.4% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 35.6M | 4.9B | 2.3% |
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 23.0M | 3.2B | 1.5% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 22.3M | 3.1B | 1.4% |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 20.1M | 2.8B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 19.8M | 2.7B | 1.3% |
| Capital Income Builder | Mar 31, 2026 | 19.8M | 2.7B | 1.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.