Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 302.4M | 75.6B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 245.3M | 61.3B | 2.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 123.8M | 30.9B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 124.0M | 31.0B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 114.5M | 28.6B | 1.1% |
| Invesco QQQ Trust, Series 1 | Feb 28, 2026 | 82.4M | 20.6B | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 70.0M | 17.5B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 55.8M | 14.0B | 0.5% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 45.1M | 11.3B | 0.4% |
| Fidelity Contrafund | Feb 28, 2026 | 43.8M | 10.9B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.