Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 88.8M | 678.8B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 70.9M | 541.4B | 1.9% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 38.7M | 295.6B | 1.0% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 36.2M | 276.2B | 1.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 35.9M | 274.4B | 1.0% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 33.6M | 256.8B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 29.6M | 226.1B | 0.8% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 21.1M | 161.0B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 16.1M | 123.2B | 0.4% |
| SELECT SECTOR SPDR TRT-State Street Consumer Discretionary Select Sect | Apr 30, 2026 | 10.9M | 83.1B | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.