Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 23.7M | 2.0B | 7.2% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 10.3M | 869.2M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 10.0M | 839.1M | 3.0% |
| Invesco QQQ Trust, Series 1 | Jun 30, 2026 | 7.0M | 590.7M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 6.8M | 570.6M | 2.0% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Jun 30, 2026 | 4.1M | 343.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 3.5M | 294.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 2.9M | 244.4M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund | Mar 31, 2026 | 2.0M | 171.8M | 0.6% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 1.9M | 158.8M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.