Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.7M | 870.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.5M | 711.3M | 2.6% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 4.6M | 603.1M | 2.2% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 3.9M | 507.9M | 1.9% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Oct 31, 2025 | 3.3M | 423.8M | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.8M | 362.9M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.8M | 358.9M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.6M | 336.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 2.5M | 329.3M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 2.3M | 301.2M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.