Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 111.8M | 64.8B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 99.4M | 57.6B | 2.5% |
| Invesco QQQ Trust, Series 1 | Feb 28, 2026 | 84.0M | 48.7B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 50.7M | 29.4B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 50.2M | 29.1B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 46.4M | 26.9B | 1.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 42.0M | 24.4B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 32.7M | 19.0B | 0.8% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Feb 28, 2026 | 30.6M | 17.7B | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 25.8M | 14.9B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.