Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 11.1M | 4.6B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 8.9M | 3.7B | 2.5% |
| Invesco QQQ Trust, Series 1 | Feb 28, 2026 | 7.5M | 3.1B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 4.5M | 1.9B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 4.5M | 1.9B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 4.1M | 1.7B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 3.8M | 1.6B | 1.1% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 2.7M | 1.1B | 0.8% |
| SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF | Mar 31, 2026 | 2.6M | 1.1B | 0.7% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 2.3M | 961.1M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.