Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 111.8M | 232.9B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 99.4M | 207.1B | 2.5% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 84.5M | 176.2B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 50.8M | 105.9B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 50.5M | 105.2B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 47.2M | 98.4B | 1.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 38.7M | 80.6B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 32.7M | 68.2B | 0.8% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Apr 30, 2026 | 30.3M | 63.2B | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 26.4M | 55.1B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.