Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 58.5M | 2.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 47.0M | 1.8B | 2.5% |
| Invesco QQQ Trust, Series 1 | Mar 31, 2026 | 39.2M | 1.5B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 23.9M | 914.2M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 23.7M | 906.3M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 21.6M | 826.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 17.1M | 655.4M | 0.9% |
| LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio | Dec 31, 2025 | 11.7M | 446.6M | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 10.7M | 408.7M | 0.6% |
| SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF | Mar 31, 2026 | 10.3M | 395.2M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.