Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 35.7M | 28.0B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 28.6M | 22.4B | 2.5% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 24.1M | 18.9B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 14.6M | 11.4B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 14.4M | 11.3B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 13.4M | 10.6B | 1.2% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Mar 31, 2026 | 12.7M | 10.0B | 1.1% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 12.0M | 9.4B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 10.4M | 8.2B | 0.9% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 10.0M | 7.9B | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.