Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 21.9M | 3.6B | 22.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 17.2M | 2.8B | 17.7% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 15.2M | 2.5B | 15.6% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 10.1M | 1.7B | 10.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 8.8M | 1.4B | 9.0% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 8.2M | 1.3B | 8.4% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 7.6M | 1.2B | 7.8% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Jan 31, 2026 | 5.4M | 880.6M | 5.5% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF | Jan 31, 2026 | 4.7M | 769.7M | 4.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 4.6M | 744.0M | 4.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.