Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 7.5M | 39.8B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 5.9M | 31.2B | 2.4% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones | Apr 30, 2026 | 5.3M | 28.3B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 3.0M | 15.9B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 3.0M | 15.7B | 1.2% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 2.8M | 15.1B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 2.8M | 14.7B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 2.6M | 14.1B | 1.1% |
| Fidelity Contrafund | Apr 30, 2026 | 2.2M | 11.5B | 0.9% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 1.7M | 9.0B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.