Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 182.9M | 259.7B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 146.7M | 208.3B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 74.8M | 106.3B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 74.4M | 105.6B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 67.5M | 95.9B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 60.7M | 86.2B | 1.0% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 45.1M | 64.1B | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 33.4M | 47.4B | 0.6% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 30.4M | 43.2B | 0.5% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Mar 31, 2026 | 22.2M | 31.5B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.