Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 35.0M | 98.7B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 28.1M | 79.3B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 14.3M | 40.4B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 14.1M | 39.9B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 13.4M | 37.7B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 12.0M | 34.0B | 1.1% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Jan 31, 2026 | 10.4M | 29.3B | 0.9% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Oct 31, 2025 | 8.5M | 24.0B | 0.8% |
| WASHINGTON MUTUAL INVESTORS FUND | Dec 31, 2025 | 6.6M | 18.8B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 6.4M | 18.0B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.