Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 25.9M | 510.3M | 2.2% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 25.8M | 507.2M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 21.5M | 422.8M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 18.0M | 354.8M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 11.0M | 215.8M | 0.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 10.8M | 213.4M | 0.9% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 10.2M | 200.9M | 0.9% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 9.1M | 178.6M | 0.8% |
| SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD | Jan 31, 2026 | 8.7M | 172.0M | 0.7% |
| Pacer Funds Trust-Pacer US Cash Cows 100 ETF | Jan 31, 2026 | 8.3M | 164.1M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.