Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Growth Fund of America | Jun 30, 2026 | 20.8M | 1.7B | 5.7% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Jun 30, 2026 | 11.5M | 921.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 10.0M | 798.8M | 2.7% |
| Invesco QQQ Trust, Series 1 | Jun 30, 2026 | 7.0M | 562.3M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 6.8M | 543.2M | 1.9% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Jun 30, 2026 | 4.1M | 327.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 3.5M | 280.2M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 2.9M | 232.7M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund | Mar 31, 2026 | 2.0M | 163.5M | 0.6% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 1.9M | 151.8M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.