Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.2M | 9.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.8M | 7.5B | 2.5% |
| Fidelity Securities Fund-Fidelity OTC Portfolio | Jan 31, 2026 | 1.2M | 4.9B | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 904.5K | 3.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 893.8K | 3.8B | 1.3% |
| AMCAP FUND | Dec 31, 2025 | 843.1K | 3.6B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 841.2K | 3.5B | 1.2% |
| NEW ECONOMY FUND | Dec 31, 2025 | 836.1K | 3.5B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 798.1K | 3.4B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 766.0K | 3.2B | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.