Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 40.6M | 2.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 32.5M | 1.6B | 2.5% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 28.1M | 1.4B | 2.2% |
| AMERICAN MUTUAL FUND | Dec 31, 2025 | 27.7M | 1.4B | 2.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Dec 31, 2025 | 22.0M | 1.1B | 1.7% |
| Capital Income Builder | Dec 31, 2025 | 17.3M | 875.4M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 16.6M | 839.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 16.4M | 829.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 15.5M | 782.5M | 1.2% |
| SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD | Jan 31, 2026 | 12.4M | 627.8M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.