Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 21.9M | 3.4B | 22.5% |
| Invesco QQQ Trust, Series 1 | Feb 28, 2026 | 17.3M | 2.7B | 17.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 17.2M | 2.6B | 17.7% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 10.4M | 1.6B | 10.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 10.1M | 1.5B | 10.4% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 9.4M | 1.4B | 9.6% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 7.6M | 1.2B | 7.8% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Mar 31, 2026 | 6.1M | 927.3M | 6.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 5.6M | 853.3M | 5.7% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF | Mar 31, 2026 | 5.0M | 765.3M | 5.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.