Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 113.9M | 2.8B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 91.2M | 2.2B | 2.6% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 76.8M | 1.9B | 2.2% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Mar 31, 2026 | 75.4M | 1.8B | 2.1% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 61.9M | 1.5B | 1.7% |
| Income Fund of America | Mar 31, 2026 | 57.5M | 1.4B | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 46.4M | 1.1B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 46.0M | 1.1B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 42.8M | 1.0B | 1.2% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 42.2M | 1.0B | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.