Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.7M | 1.9B | 2.6% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 5.8M | 1.7B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.6M | 1.6B | 2.1% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 3.1M | 882.7M | 1.2% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 2.9M | 825.1M | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.9M | 816.0M | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.8M | 807.0M | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.7M | 761.1M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 2.5M | 704.1M | 0.9% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jan 31, 2026 | 1.8M | 510.4M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.