Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 31.5M | 9.3T | 3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 26.6M | 7.8T | 2.5% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 13.7M | 4.0T | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 13.6M | 4.0T | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 13.4M | 4.0T | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 12.4M | 3.7T | 1.2% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 10.5M | 3.1T | 1% |
| iShares Trust-iShares U.S. Aerospace & Defense ETF | Jan 31, 2026 | 9.5M | 2.8T | 0.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 8.7M | 2.6T | 0.8% |
| AMERICAN MUTUAL FUND | Jan 31, 2026 | 7.7M | 2.3T | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.