Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 16.9M | 5.1T | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 13.6M | 4.1T | 2.5% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 11.5M | 3.5T | 2.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 8.7M | 2.6T | 1.6% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 8.6M | 2.6T | 1.6% |
| Income Fund of America | Mar 31, 2026 | 7.6M | 2.3T | 1.4% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 6.9M | 2.1T | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 6.9M | 2.1T | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 6.9M | 2.1T | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 6.2M | 1.9T | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.