Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 725.5M | 516.5B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 612.8M | 436.3B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 309.2M | 220.2B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 309.8M | 220.6B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 285.9M | 203.6B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 240.8M | 171.5B | 1.0% |
| Invesco QQQ Trust, Series 1 | Feb 28, 2026 | 187.2M | 133.3B | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 139.5M | 99.3B | 0.6% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 122.4M | 87.2B | 0.5% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 109.1M | 77.6B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.