Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 14.7M | 128.1B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 11.8M | 102.9B | 2.4% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 10.2M | 88.9B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 6.0M | 52.5B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 5.9M | 51.9B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 5.6M | 49.0B | 1.2% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 4.4M | 38.9B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 4.3M | 37.5B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 2.7M | 23.4B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Oct 31, 2025 | 2.5M | 22.2B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.