Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 33.9M | 141.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 27.1M | 112.9B | 2.6% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 22.8M | 95.1B | 2.2% |
| VanEck ETF Trust-VanEck Semiconductor ETF | Apr 30, 2026 | 14.2M | 59.0B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 13.8M | 57.5B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 13.7M | 57.0B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 12.7M | 53.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 9.9M | 41.1B | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Apr 30, 2026 | 8.2M | 34.1B | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 7.4M | 30.8B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.