Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Growth Fund of America | Sep 30, 2026 | 22.3M | 2.9B | 5.5% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2026 | 11.7M | 1.5B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 10.5M | 1.4B | 2.6% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2026 | 7.6M | 981.9M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 7.2M | 924.2M | 1.8% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Sep 30, 2026 | 4.5M | 580.4M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 3.8M | 489.1M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2026 | 3.1M | 405.1M | 0.8% |
| Capital Group Growth ETF | Aug 31, 2026 | 2.2M | 282.5M | 0.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund | Jun 30, 2026 | 2.1M | 273.9M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.