Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 13.2M | 2.5B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 10.6M | 2.0B | 2.6% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 8.7M | 1.7B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 5.3M | 1.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 5.2M | 994.5M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 4.9M | 929.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 4.6M | 865.1M | 1.1% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Apr 30, 2026 | 3.2M | 597.6M | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 3.0M | 563.9M | 0.7% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 2.6M | 485.2M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.