Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 116.2K | 16.2B | 4.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 84.2K | 11.8B | 3.1% |
| AMCAP FUND | Mar 31, 2026 | 79.4K | 11.1B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 71.6K | 10.0B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 57.3K | 8.0B | 2.1% |
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 47.1K | 6.6B | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 36.6K | 5.1B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 35.8K | 5.0B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | May 31, 2026 | 33.8K | 4.7B | 1.3% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Apr 30, 2026 | 33.3K | 4.7B | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.