Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 16.7M | 2.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 13.4M | 1.8B | 2.6% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 8.8M | 1.2B | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 6.8M | 893.1M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 6.7M | 881.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 6.3M | 823.8M | 1.2% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones | Apr 30, 2026 | 5.3M | 696.2M | 1.0% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 5.1M | 669.6M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 4.9M | 638.6M | 0.9% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Dec 31, 2025 | 3.5M | 462.8M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.