Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 68.4M | 700.4B | 20.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 54.9M | 562.0B | 16.0% |
| Fidelity Contrafund | Feb 28, 2026 | 29.6M | 302.4B | 8.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 28.0M | 286.8B | 8.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 27.7M | 283.6B | 8.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 26.1M | 267.4B | 7.6% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 23.2M | 237.1B | 6.8% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 22.8M | 233.2B | 6.7% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 19.9M | 203.3B | 5.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 12.5M | 127.9B | 3.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.