Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 233.6M | 105.2B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 187.4M | 84.4B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 96.0M | 43.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 94.8M | 42.7B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 88.7M | 40.0B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 77.6M | 34.9B | 1.0% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 57.6M | 25.9B | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 41.9M | 18.9B | 0.6% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 33.5M | 15.1B | 0.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 33.8M | 15.2B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.