Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 137.8M | 284.5B | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 110.6M | 228.3B | 1.4% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 104.6M | 216.0B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 56.7M | 117.1B | 0.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 56.0M | 115.6B | 0.7% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 52.4M | 108.2B | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 40.4M | 83.3B | 0.5% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 25.2M | 52.0B | 0.3% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2026 | 24.1M | 49.7B | 0.3% |
| Invesco Exchange-Traded Fund Trust II-Invesco NASDAQ 100 ETF | Apr 30, 2026 | 19.7M | 40.6B | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.