Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 127.4M | 43.5B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 113.1M | 38.6B | 2.3% |
| Invesco QQQ Trust, Series 1 | Mar 31, 2026 | 105.2M | 35.9B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 60.4M | 20.6B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 57.1M | 19.5B | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 54.4M | 18.6B | 1.1% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 47.1M | 16.1B | 0.9% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 42.1M | 14.4B | 0.8% |
| VanEck ETF Trust-VanEck Semiconductor ETF | Mar 31, 2026 | 40.6M | 13.9B | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 37.3M | 12.7B | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.