Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 2.5M | 2.1B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 2.0M | 1.8B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 1.7M | 1.5B | 1.9% |
| Invesco QQQ Trust, Series 1 | Jul 31, 2026 | 1.6M | 1.4B | 1.8% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Jun 30, 2026 | 1.1M | 960.3M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 1.1M | 930.8M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 1.0M | 875.3M | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jul 31, 2026 | 956.6K | 832.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 885.6K | 770.5M | 1.0% |
| SmallCap World Fund Inc | Jun 30, 2026 | 813.9K | 708.1M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.