Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 725.5M | 154.2B | 3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 612.8M | 130.3B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 314.3M | 66.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 310.3M | 66.0B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 290.4M | 61.7B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 240.8M | 51.2B | 1% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 188.4M | 40.1B | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 137.0M | 29.1B | 0.6% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 125.5M | 26.7B | 0.5% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 106.1M | 22.5B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.