Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 10.8M | 86.2B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 8.6M | 69.0B | 2.5% |
| Invesco QQQ Trust, Series 1 | May 31, 2026 | 7.3M | 58.8B | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 7.3M | 58.6B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | May 31, 2026 | 4.5M | 35.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | May 31, 2026 | 4.3M | 34.7B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 4.2M | 33.4B | 1.2% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 3.8M | 30.4B | 1.1% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Mar 31, 2026 | 3.7M | 29.5B | 1.1% |
| Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati | Feb 28, 2026 | 3.4M | 27.5B | 1% |
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Holders
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