Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 89.4M | 106.0B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 71.5M | 84.8B | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 38.8M | 46.1B | 1.0% |
| Invesco QQQ Trust, Series 1 | Jun 30, 2026 | 38.4M | 45.6B | 1.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 36.1M | 42.8B | 0.9% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 34.0M | 40.4B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 29.7M | 35.2B | 0.8% |
| Growth Fund of America | Jun 30, 2026 | 21.3M | 25.3B | 0.5% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 15.9M | 18.8B | 0.4% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 11.3M | 13.4B | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.