Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 233.6M | 1.6T | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 187.4M | 1.2T | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 95.6M | 636.9B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 94.6M | 629.8B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 89.2M | 593.8B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 77.6M | 516.5B | 1.0% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 58.6M | 390.5B | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 42.7M | 284.0B | 0.6% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 33.0M | 219.4B | 0.4% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 32.0M | 212.9B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.