Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 43.0M | 5.3B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 34.5M | 4.2B | 2.5% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 29.3M | 3.6B | 2.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 20.3M | 2.5B | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 17.7M | 2.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 17.5M | 2.1B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 16.3M | 2.0B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 12.6M | 1.6B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 7.7M | 948.1M | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2026 | 7.5M | 924.3M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.