Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 11.1M | 1.6B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 9.5M | 1.4B | 2.6% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 8.8M | 1.3B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 7.5M | 1.1B | 2.1% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 6.3M | 909.4M | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 4.8M | 703.1M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 4.8M | 696.5M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 4.5M | 651.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 4.0M | 577.0M | 1.1% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | Feb 28, 2026 | 3.8M | 549.4M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.