Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 37.4M | 5.8B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 30.0M | 4.6B | 2.5% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 17.1M | 2.6B | 1.4% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jan 31, 2026 | 17.2M | 2.7B | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 15.3M | 2.4B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 15.2M | 2.4B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 14.2M | 2.2B | 1.2% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 12.7M | 2.0B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 10.9M | 1.7B | 0.9% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Mar 31, 2026 | 10.5M | 1.6B | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.