Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 144.4M | 38.0T | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 117.3M | 30.9T | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 59.8M | 15.7T | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 59.2M | 15.6T | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 55.8M | 14.7T | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 48.0M | 12.6T | 0.9% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 42.7M | 11.2T | 0.8% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 30.8M | 8.1T | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 26.7M | 7.0T | 0.5% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 22.2M | 5.8T | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.