Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.7M | 715.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.5M | 584.6M | 2.6% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 4.6M | 495.6M | 2.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Oct 31, 2025 | 3.3M | 348.3M | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.8M | 298.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 2.8M | 294.5M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.6M | 276.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 2.5M | 270.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 2.3M | 247.6M | 1.1% |
| First Eagle Funds-First Eagle Global Fund | Oct 31, 2025 | 2.3M | 241.5M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.