Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 28.4M | 93.6B | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 24.0M | 79.1B | 2.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 12.1M | 39.9B | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 12.1M | 40.0B | 1.5% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 10.9M | 35.8B | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 9.7M | 31.9B | 1.2% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 9.4M | 31.1B | 1.2% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Mar 31, 2026 | 7.0M | 23.2B | 0.9% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 6.2M | 20.4B | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 6.3M | 20.6B | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.