Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.4M | 2.1B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.8M | 1.6B | 2.4% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | Jan 31, 2026 | 5.4M | 1.5B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 3.0M | 828.1M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 2.9M | 817.7M | 1.2% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 2.8M | 795.1M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.8M | 772.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 2.7M | 742.8M | 1.1% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 2.1M | 578.7M | 0.8% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 1.9M | 531.8M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.