Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 186.2M | 1.2T | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 152.0M | 958.0B | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 78.1M | 492.3B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 76.1M | 479.9B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 72.6M | 457.7B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 61.1M | 385.1B | 1.0% |
| Invesco QQQ Trust, Series 1 | Aug 31, 2026 | 45.4M | 286.1B | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Jun 30, 2026 | 31.8M | 200.7B | 0.5% |
| Growth Fund of America | Jun 30, 2026 | 27.6M | 173.8B | 0.5% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Aug 31, 2026 | 26.0M | 163.7B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.