Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 54.6M | 100.6B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 43.8M | 80.7B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 22.4M | 41.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 22.1M | 40.7B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 20.9M | 38.4B | 1.2% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 16.1M | 29.6B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 16.0M | 29.5B | 0.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 16.1M | 29.6B | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF | Jan 31, 2026 | 12.7M | 23.4B | 0.7% |
| AMERICAN MUTUAL FUND | Jan 31, 2026 | 12.4M | 22.8B | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.