Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 133.2M | 12.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 106.9M | 9.9B | 2.5% |
| Invesco QQQ Trust, Series 1 | Feb 28, 2026 | 90.1M | 8.4B | 2.1% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 63.8M | 5.9B | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 53.9M | 5.0B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 54.0M | 5.0B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 48.9M | 4.5B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 44.8M | 4.2B | 1.1% |
| Fidelity Contrafund | Feb 28, 2026 | 30.7M | 2.9B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 24.3M | 2.3B | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.