Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 39.5M | 7.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 31.7M | 6.1B | 2.5% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 27.4M | 5.3B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 16.2M | 3.1B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 16.0M | 3.1B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 15.1M | 2.9B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 13.5M | 2.6B | 1.1% |
| VanEck ETF Trust-VanEck Semiconductor ETF | Feb 28, 2026 | 11.3M | 2.2B | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Jan 31, 2026 | 9.9M | 1.9B | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 8.4M | 1.6B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.