Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 35.7M | 3.4B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 28.7M | 2.7B | 2.5% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 24.8M | 2.4B | 2.2% |
| AMERICAN MUTUAL FUND | Jan 31, 2026 | 24.0M | 2.3B | 2.1% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 18.8M | 1.8B | 1.7% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 18.6M | 1.8B | 1.6% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 17.7M | 1.7B | 1.6% |
| Income Fund of America | Jan 31, 2026 | 17.3M | 1.6B | 1.5% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 16.7M | 1.6B | 1.5% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 15.0M | 1.4B | 1.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.