Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 25.3M | 73.4B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 20.3M | 59.0B | 2.6% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 16.9M | 49.1B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 10.4M | 30.1B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 10.3M | 29.8B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 9.4M | 27.1B | 1.2% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 8.8M | 25.6B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 8.7M | 25.3B | 1.1% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 5.1M | 14.7B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 4.6M | 13.4B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.