Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 68.2M | 160.8B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 57.6M | 135.8B | 2.6% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 49.0M | 115.6B | 2.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 29.4M | 69.2B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 29.2M | 68.8B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 26.5M | 62.4B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 23.0M | 54.2B | 1.1% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Mar 31, 2026 | 17.1M | 40.4B | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 14.7M | 34.7B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 13.1M | 30.9B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.