Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.9M | 20.3B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 4.6M | 15.9B | 2.2% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 4.6M | 15.6B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 4.1M | 14.0B | 2.0% |
| Fidelity Contrafund | Feb 28, 2026 | 3.1M | 10.7B | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 2.4M | 8.2B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.4M | 8.1B | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.3M | 8.0B | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.2M | 7.6B | 1.1% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 2.2M | 7.5B | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.