Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 88.8M | 591.3B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 70.9M | 471.6B | 1.9% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 36.2M | 240.7B | 1.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 35.8M | 238.0B | 1.0% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 34.9M | 232.3B | 0.9% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 33.7M | 224.4B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 29.6M | 197.0B | 0.8% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 21.1M | 140.4B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 16.1M | 107.3B | 0.4% |
| SELECT SECTOR SPDR TRT-State Street Consumer Discretionary Select Sect | Jan 31, 2026 | 10.9M | 72.4B | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.