Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 144.4M | 839.8B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 117.3M | 681.9B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 59.3M | 344.7B | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 59.2M | 344.1B | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 54.7M | 318.2B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 48.0M | 278.9B | 0.9% |
| Invesco QQQ Trust, Series 1 | Feb 28, 2026 | 41.7M | 242.3B | 0.8% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 30.8M | 179.0B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 26.7M | 155.2B | 0.5% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 22.2M | 129.0B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.