Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 10.2M | 2.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 8.2M | 1.9B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 7.0M | 1.6B | 2.2% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 6.9M | 1.6B | 2.2% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Mar 31, 2026 | 6.7M | 1.6B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 4.2M | 966.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 4.1M | 954.1M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 3.9M | 891.2M | 1.2% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Eqy. Premium Income ETF | Dec 31, 2025 | 3.5M | 798.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 3.0M | 690.9M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.