Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.0M | 4.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 813.3K | 3.4B | 2.6% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 702.2K | 2.9B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 414.8K | 1.7B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 410.2K | 1.7B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 386.9K | 1.6B | 1.2% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 353.5K | 1.5B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 349.1K | 1.5B | 1.1% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 202.3K | 846.6M | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 185.0K | 774.1M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.