Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.8M | 2.1B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.9M | 1.7B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.0M | 870.3M | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.0M | 860.6M | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 1.8M | 811.6M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 1.7M | 757.8M | 1.0% |
| Professionally Managed Portfolios-Akre Focus ETF | Jan 31, 2026 | 1.4M | 595.7M | 0.8% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Jan 31, 2026 | 1.1M | 484.4M | 0.6% |
| Fidelity Magellan Fund | Feb 28, 2026 | 1.1M | 478.8M | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 880.5K | 388.1M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.