Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 19.9M | 4.0B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 16.0M | 3.2B | 2.3% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 13.8M | 2.7B | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 8.2M | 1.6B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 8.1M | 1.6B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 7.6M | 1.5B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 5.8M | 1.2B | 0.8% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones | Feb 28, 2026 | 5.6M | 1.1B | 0.8% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jan 31, 2026 | 4.5M | 902.7M | 0.6% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 4.3M | 849.4M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.