Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 114.1M | 2.8B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 91.7M | 2.2B | 2.6% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 79.2M | 1.9B | 2.2% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 75.4M | 1.8B | 2.1% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 61.9M | 1.5B | 1.7% |
| Income Fund of America | Jan 31, 2026 | 55.4M | 1.3B | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 46.8M | 1.1B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 46.3M | 1.1B | 1.3% |
| SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect | Jan 31, 2026 | 44.3M | 1.1B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 43.6M | 1.1B | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.