Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 17.1M | 6.1T | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 14.0M | 5.0T | 2.6% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2026 | 12.3M | 4.4T | 2.3% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2026 | 11.3M | 4.1T | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2026 | 7.2M | 2.6T | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 7.0M | 2.5T | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 6.7M | 2.4T | 1.2% |
| Income Fund of America | Sep 30, 2026 | 6.5M | 2.3T | 1.2% |
| AMERICAN BALANCED FUND | Sep 30, 2026 | 6.3M | 2.3T | 1.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2026 | 5.7M | 2.1T | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.