Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 12.0M | 29.5B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 10.7M | 26.3B | 2.5% |
| Invesco QQQ Trust, Series 1 | Feb 28, 2026 | 9.0M | 22.2B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 5.4M | 13.3B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 5.4M | 13.3B | 1.3% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Dec 31, 2025 | 5.2M | 12.7B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 4.9M | 12.0B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 4.5M | 11.1B | 1.1% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 3.2M | 7.8B | 0.8% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Select Fund | Dec 31, 2025 | 2.8M | 6.9B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.