Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 464.4M | 2.1T | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 372.6M | 1.7T | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 190.1M | 853.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 187.7M | 842.4B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 177.3M | 795.5B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 154.2M | 691.7B | 1.1% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 116.6M | 523.2B | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 84.8M | 380.5B | 0.6% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 71.6M | 321.3B | 0.5% |
| iShares Trust-iShares Russell 1000 Growth ETF | Jan 31, 2026 | 49.7M | 223.1B | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.