Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 182.9M | 220.9B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 146.7M | 177.3B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 74.2M | 89.6B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 74.0M | 89.5B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 68.5M | 82.7B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 60.7M | 73.4B | 1.0% |
| Invesco QQQ Trust, Series 1 | Feb 28, 2026 | 44.8M | 54.2B | 0.8% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 33.4M | 40.4B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 33.4M | 40.3B | 0.6% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Feb 28, 2026 | 22.2M | 26.8B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.