Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 19.8M | 1.6B | 2.7% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 16.2M | 1.3B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 15.9M | 1.3B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 8.1M | 671.3M | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 8.0M | 663.9M | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 7.6M | 626.1M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 7.4M | 609.2M | 1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 6.9M | 567.8M | 0.9% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF | Jan 31, 2026 | 5.5M | 456.0M | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 5.2M | 430.1M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.