Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 89.4M | 118.0B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 73.0M | 96.3B | 1.9% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 38.7M | 51.1B | 1.0% |
| Invesco QQQ Trust, Series 1 | Jul 31, 2026 | 37.5M | 49.5B | 1.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 36.4M | 48.1B | 0.9% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 34.0M | 44.9B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 29.5M | 38.9B | 0.8% |
| Growth Fund of America | Jun 30, 2026 | 21.3M | 28.1B | 0.5% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Jun 30, 2026 | 15.3M | 20.2B | 0.4% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 11.3M | 14.9B | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.