Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 184.9M | 1.2T | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 147.9M | 954.3B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 75.3M | 485.7B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 74.6M | 481.2B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | May 31, 2026 | 70.2M | 452.9B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 61.2M | 395.1B | 1.1% |
| Invesco QQQ Trust, Series 1 | May 31, 2026 | 45.7M | 294.8B | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 32.8M | 211.7B | 0.6% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 30.4M | 196.3B | 0.5% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Apr 30, 2026 | 22.1M | 142.6B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.