Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 18.0M | 35.7B | 3.1% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 8.6M | 17.0B | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 6.5M | 13.0B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 6.1M | 12.1B | 1.1% |
| iShares Trust-iShares U.S. Aerospace & Defense ETF | Apr 30, 2026 | 5.4M | 10.7B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 5.2M | 10.4B | 0.9% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Mar 31, 2026 | 4.3M | 8.6B | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 3.8M | 7.5B | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Mar 31, 2026 | 3.7M | 7.2B | 0.6% |
| iShares Trust-iShares Russell Mid-Cap Growth ETF | Apr 30, 2026 | 3.2M | 6.4B | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.