Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 13.9M | 259.0B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 11.2M | 207.9B | 2.5% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 9.5M | 176.7B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 5.7M | 106.1B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 5.7M | 105.4B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 5.3M | 98.7B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 4.7M | 87.3B | 1.1% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 2.5M | 47.3B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2026 | 2.4M | 45.2B | 0.6% |
| iShares Trust-iShares Russell 1000 Growth ETF | Mar 31, 2026 | 1.8M | 33.3B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.