Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 302.4M | 1.4T | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 245.3M | 1.1T | 2.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 125.6M | 580.1B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 124.8M | 576.3B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 113.3M | 523.3B | 1.1% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 83.2M | 384.5B | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 70.0M | 323.2B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 55.8M | 257.9B | 0.5% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 51.0M | 235.7B | 0.5% |
| Fidelity Contrafund | Mar 31, 2026 | 43.4M | 200.4B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.