Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.7M | 50.8B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.5M | 41.6B | 2.5% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 4.7M | 35.3B | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 4.6M | 35.2B | 2.1% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 3.0M | 22.8B | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.8M | 21.3B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.8M | 21.0B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.6M | 19.8B | 1.2% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Dec 31, 2025 | 2.0M | 14.9B | 0.9% |
| iShares Trust-iShares Select Dividend ETF | Jan 31, 2026 | 1.9M | 14.6B | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.