Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 13.2M | 56.5B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 10.6M | 45.4B | 2.6% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 9.1M | 39.2B | 2.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 5.4M | 23.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 5.3M | 22.9B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 5.0M | 21.6B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 4.6M | 19.6B | 1.1% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Jan 31, 2026 | 3.3M | 14.2B | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 2.9M | 12.5B | 0.7% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 2.6M | 11.0B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.