Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 39.0M | 5.2B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 31.3M | 4.2B | 2.5% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 27.0M | 3.6B | 2.2% |
| Income Fund of America | Dec 31, 2025 | 19.6M | 2.6B | 1.6% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 19.5M | 2.6B | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 16.0M | 2.1B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 15.8M | 2.1B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 14.9M | 2.0B | 1.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Dec 31, 2025 | 11.9M | 1.6B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 11.4M | 1.5B | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.