Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 51.8M | 23.8B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 42.3M | 19.5B | 2.6% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2026 | 34.1M | 15.7B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 21.7M | 10.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 21.2M | 9.7B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 20.2M | 9.3B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 17.1M | 7.9B | 1.1% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 10.7M | 4.9B | 0.6% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Sep 30, 2026 | 10.6M | 4.9B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Jun 30, 2026 | 8.9M | 4.1B | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.