Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 58.5M | 2.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 47.0M | 1.9B | 2.5% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 39.8M | 1.6B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 24.1M | 970.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 23.7M | 958.1M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 22.3M | 898.3M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 17.1M | 691.4M | 0.9% |
| LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio | Dec 31, 2025 | 11.7M | 471.1M | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 10.7M | 431.1M | 0.6% |
| SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF | Apr 30, 2026 | 10.4M | 418.8M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.