Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 28.5M | 5.7B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 22.9M | 4.6B | 2.5% |
| Invesco QQQ Trust, Series 1 | Feb 28, 2026 | 19.3M | 3.9B | 2.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 14.5M | 2.9B | 1.6% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 11.6M | 2.3B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 11.6M | 2.3B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 10.7M | 2.1B | 1.2% |
| VanEck ETF Trust-VanEck Semiconductor ETF | Feb 28, 2026 | 10.5M | 2.1B | 1.2% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Feb 28, 2026 | 7.1M | 1.4B | 0.8% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 6.8M | 1.4B | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.