Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 26.7M | 1.3B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 21.3M | 1.1B | 2.4% |
| Invesco QQQ Trust, Series 1 | Feb 28, 2026 | 19.9M | 1.0B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 11.9M | 602.1M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 11.9M | 601.1M | 1.3% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 11.3M | 571.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 10.6M | 537.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 9.2M | 466.0M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 8.6M | 434.7M | 1.0% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Mar 31, 2026 | 6.3M | 317.7M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.