Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.8M | 2.3B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 4.7M | 1.9B | 2.5% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 4.0M | 1.6B | 2.1% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 3.2M | 1.3B | 1.7% |
| VanEck ETF Trust-VanEck Semiconductor ETF | Feb 28, 2026 | 2.6M | 1.0B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.4M | 944.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.4M | 934.3M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.2M | 881.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 2.1M | 823.4M | 1.1% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 1.7M | 686.4M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.