Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 464.4M | 120.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 372.6M | 96.6B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 187.5M | 48.6B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 188.7M | 48.9B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 175.4M | 45.5B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 154.2M | 40.0B | 1.1% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 113.8M | 29.5B | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 84.8M | 22.0B | 0.6% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 73.4M | 19.0B | 0.5% |
| iShares Trust-iShares Russell 1000 Growth ETF | Mar 31, 2026 | 51.3M | 13.3B | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.