Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 58.5M | 2.0B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 47.0M | 1.6B | 2.5% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 40.6M | 1.4B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 24.0M | 822.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 23.7M | 811.6M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 22.4M | 767.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 17.1M | 587.9M | 0.9% |
| LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio | Dec 31, 2025 | 11.7M | 400.6M | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 10.7M | 366.6M | 0.6% |
| SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF | Jan 31, 2026 | 10.2M | 349.2M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.