Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 41.6M | 1.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 33.3M | 935.4M | 2.6% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 32.7M | 917.0M | 2.6% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 23.8M | 667.3M | 1.9% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 21.2M | 595.2M | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 16.7M | 469.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 16.6M | 466.6M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 15.8M | 443.6M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 15.5M | 435.4M | 1.2% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Mar 31, 2026 | 15.0M | 421.1M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.