Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 25.9M | 6.2B | 26.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 20.5M | 4.9B | 21.1% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 17.5M | 4.2B | 17.9% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 10.5M | 2.5B | 10.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 10.4M | 2.5B | 10.6% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 9.7M | 2.3B | 9.9% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 8.9M | 2.1B | 9.1% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Apr 30, 2026 | 6.2M | 1.5B | 6.4% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 5.6M | 1.3B | 5.7% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF | May 31, 2026 | 5.1M | 1.2B | 5.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.