Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 51.7M | 19.2B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 42.2M | 15.6B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 22.8M | 8.5B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 21.5M | 8.0B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jul 31, 2026 | 20.4M | 7.6B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 17.0M | 6.3B | 1% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Jul 31, 2026 | 12.0M | 4.5B | 0.7% |
| Growth Fund of America | Jun 30, 2026 | 11.5M | 4.3B | 0.7% |
| AMERICAN BALANCED FUND | Jun 30, 2026 | 9.4M | 3.5B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Apr 30, 2026 | 8.8M | 3.3B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.