Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 51.2M | 392.8B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 41.1M | 315.2B | 2.5% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 34.9M | 267.9B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 21.0M | 160.9B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 20.8M | 159.9B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 19.5M | 149.6B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 17.3M | 132.6B | 1.1% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Apr 30, 2026 | 12.5M | 96.1B | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 10.6M | 81.7B | 0.6% |
| VanEck ETF Trust-VanEck Semiconductor ETF | Mar 31, 2026 | 9.5M | 73.1B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.