Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.5M | 25.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 2.0M | 20.2B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 1.7M | 17.4B | 2.2% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 1.7M | 17.4B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.0M | 10.3B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.0M | 10.2B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 960.4K | 9.6B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 928.8K | 9.3B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Dec 31, 2025 | 667.9K | 6.7B | 0.8% |
| BARON SELECT FUNDS-Baron Partners Fund | Dec 31, 2025 | 620K | 6.2B | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.