Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 36.0M | 29.8B | 3.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 32.8M | 27.1B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 28.9M | 23.9B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 25.0M | 20.7B | 2.2% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 25.0M | 20.7B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 14.8M | 12.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 14.6M | 12.1B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 13.8M | 11.4B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 13.6M | 11.3B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Dec 31, 2025 | 9.6M | 7.9B | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.