Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 10.7M | 3.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 8.6M | 3.1B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 7.4M | 2.7B | 2.2% |
| Invesco QQQ Trust, Series 1 | Feb 28, 2026 | 7.3M | 2.7B | 2.2% |
| Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati | Nov 30, 2025 | 4.8M | 1.7B | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 4.4M | 1.6B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 4.4M | 1.6B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 4.0M | 1.5B | 1.2% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 3.7M | 1.3B | 1.1% |
| Fidelity Select Portfolios-Select Semiconductors Portfolio | Feb 28, 2026 | 3.6M | 1.3B | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.