Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 16.9M | 5.9B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 13.6M | 4.7B | 2.5% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 11.7M | 4.1B | 2.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 10.0M | 3.5B | 1.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 9.8M | 3.4B | 1.8% |
| Income Fund of America | Jan 31, 2026 | 7.4M | 2.6B | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 6.9M | 2.4B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 6.9M | 2.4B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 6.5M | 2.2B | 1.2% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 5.9M | 2.1B | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.