Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 51.7M | 397.8B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 42.2M | 324.6B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2026 | 22.7M | 174.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 21.5M | 165.9B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 21.1M | 162.3B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 17.0M | 131.0B | 1% |
| Growth Fund of America | Sep 30, 2026 | 12.8M | 98.5B | 0.8% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Sep 30, 2026 | 11.3M | 87.0B | 0.7% |
| AMERICAN BALANCED FUND | Sep 30, 2026 | 9.4M | 72.7B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jul 31, 2026 | 8.7M | 67.3B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.