Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 24.6M | 91.0B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 19.7M | 73.0B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 10.1M | 37.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 10.0M | 36.8B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 9.4M | 34.7B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 8.5M | 31.4B | 1.1% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 8.0M | 29.7B | 1.0% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 6.5M | 24.0B | 0.8% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 6.4M | 23.8B | 0.8% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 5.9M | 21.9B | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.