Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 24.6M | 4.9B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 19.7M | 3.9B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 10.2M | 2.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 10.0M | 2.0B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 9.4M | 1.9B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 8.5M | 1.7B | 1.1% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 7.8M | 1.5B | 1.0% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 6.4M | 1.3B | 0.8% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Mar 31, 2026 | 6.3M | 1.2B | 0.8% |
| iShares Trust-iShares U.S. Aerospace & Defense ETF | Apr 30, 2026 | 6.1M | 1.2B | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.