Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 33.6M | 78.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 27.0M | 62.9B | 2.5% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 23.3M | 54.4B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 13.8M | 32.1B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 13.6M | 31.7B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 12.9M | 29.9B | 1.2% |
| VanEck ETF Trust-VanEck Semiconductor ETF | Jan 31, 2026 | 10.1M | 23.5B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 9.9M | 23.0B | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Jan 31, 2026 | 8.4M | 19.7B | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 7.2M | 16.8B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.