Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 21.5M | 1.5B | 2.2% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 21.3M | 1.5B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 18.0M | 1.3B | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 9.2M | 660.6M | 0.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 9.1M | 653.3M | 0.9% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 8.6M | 615.7M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 8.1M | 580.4M | 0.8% |
| SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD | Jan 31, 2026 | 7.3M | 526.5M | 0.8% |
| LOOMIS SAYLES FUNDS II-Loomis Sayles Growth Fund | Dec 31, 2025 | 6.8M | 491.8M | 0.7% |
| AB Large Cap Growth Fund Inc | Jan 31, 2026 | 6.2M | 447.8M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.