Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 28.5M | 8.6B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 22.9M | 6.9B | 2.5% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 19.4M | 5.9B | 2.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 16.5M | 5.0B | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 11.7M | 3.5B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 11.6M | 3.5B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 10.8M | 3.3B | 1.2% |
| VanEck ETF Trust-VanEck Semiconductor ETF | Apr 30, 2026 | 10.6M | 3.2B | 1.2% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Apr 30, 2026 | 7.0M | 2.1B | 0.8% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 6.8M | 2.1B | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.