Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 68.4M | 35.9B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 54.9M | 28.8B | 2.5% |
| Fidelity Contrafund | Feb 28, 2026 | 29.6M | 15.5B | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 27.8M | 14.5B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 27.7M | 14.5B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 25.6M | 13.4B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 22.8M | 11.9B | 1.0% |
| Invesco QQQ Trust, Series 1 | Feb 28, 2026 | 22.6M | 11.9B | 1.0% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 19.9M | 10.4B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 12.5M | 6.5B | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.