Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 301.3M | 61.3B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 262.1M | 53.3B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 118.5M | 24.1B | 1.1% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 113.6M | 23.1B | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 111.7M | 22.7B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2025 | 89.1M | 18.1B | 0.8% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2025 | 87.8M | 17.9B | 0.8% |
| GROWTH FUND OF AMERICA | Mar 31, 2025 | 58.2M | 11.8B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2025 | 58.1M | 11.8B | 0.6% |
| Fidelity Contrafund | Apr 30, 2025 | 47.0M | 9.5B | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.