Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 28.5M | 188.6B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 22.8M | 151.3B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 11.6M | 77.1B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 11.6M | 76.6B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 10.8M | 71.7B | 1.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 9.4M | 62.2B | 1.0% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 8.4M | 55.4B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 8.3M | 55.2B | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF | Apr 30, 2026 | 6.6M | 43.4B | 0.7% |
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 6.4M | 42.2B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.