Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 150.6M | 53.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 120.5M | 42.9B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 61.3M | 21.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 60.8M | 21.6B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | May 31, 2026 | 57.2M | 20.4B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 45.2M | 16.1B | 1.0% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 42.7M | 15.2B | 0.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 38.6M | 13.7B | 0.8% |
| Invesco QQQ Trust, Series 1 | May 31, 2026 | 37.2M | 13.3B | 0.8% |
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 32.9M | 11.7B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.