Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 2.4M | 1.0B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 2.0M | 836.8M | 2.5% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 1.7M | 718.0M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 1.6M | 688.2M | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 1.0M | 425.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 1.0M | 421.9M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 941.3K | 392.7M | 1.2% |
| iShares Trust-iShares U.S. Aerospace & Defense ETF | Apr 30, 2026 | 907.1K | 378.4M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 898.4K | 374.8M | 1.1% |
| ADVISORS' INNER CIRCLE FUND-EDGEWOOD GROWTH FUND | Mar 31, 2026 | 821.2K | 342.6M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.