Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 10.9M | 29.4B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 9.4M | 25.5B | 2.6% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 8.9M | 24.0B | 2.4% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 8.4M | 22.9B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 7.5M | 20.4B | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 4.8M | 13.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 4.8M | 12.9B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 4.5M | 12.2B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 3.9M | 10.6B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Dec 31, 2025 | 2.9M | 7.8B | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.