Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 15.4M | 107.8B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 12.4M | 87.0B | 2.5% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 10.4M | 73.2B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 6.3M | 44.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 6.2M | 43.7B | 1.3% |
| VanEck ETF Trust-VanEck Semiconductor ETF | Mar 31, 2026 | 6.1M | 42.8B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 5.7M | 39.7B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 4.5M | 31.6B | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Mar 31, 2026 | 3.7M | 25.7B | 0.8% |
| MFS SERIES TRUST I-MFS Value Fund | Feb 28, 2026 | 3.6M | 25.4B | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.