Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 25.2M | 13.9B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 20.7M | 11.4B | 2.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 10.4M | 5.7B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 10.5M | 5.8B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 9.6M | 5.3B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 8.5M | 4.7B | 1.0% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 5.9M | 3.3B | 0.7% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 5.7M | 3.1B | 0.6% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Feb 28, 2026 | 5.5M | 3.0B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 4.7M | 2.6B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.