Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 10.3M | 2.6B | 2.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2026 | 8.4M | 2.1B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 8.3M | 2.1B | 2.3% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2026 | 7.4M | 1.9B | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 7.0M | 1.8B | 2.0% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Sep 30, 2026 | 5.8M | 1.5B | 1.7% |
| Growth Fund of America | Sep 30, 2026 | 5.1M | 1.3B | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2026 | 4.4M | 1.1B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2026 | 4.3M | 1.1B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 4.1M | 1.0B | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.