Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 12.0M | 1.3B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 10.7M | 1.2B | 2.5% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 9.3M | 1.0B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 5.5M | 597.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 5.4M | 590.1M | 1.3% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Dec 31, 2025 | 5.2M | 564.5M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 5.1M | 557.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 4.5M | 496.3M | 1.1% |
| Professionally Managed Portfolios-Akre Focus ETF | Oct 31, 2025 | 3.3M | 355.5M | 0.8% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Select Fund | Dec 31, 2025 | 2.8M | 306.3M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.