Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 235.8M | 89.5B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 188.7M | 71.6B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 96.0M | 36.4B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 95.2M | 36.1B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | May 31, 2026 | 89.6M | 34.0B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 78.1M | 29.6B | 1.1% |
| Invesco QQQ Trust, Series 1 | May 31, 2026 | 58.3M | 22.1B | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 41.9M | 15.9B | 0.6% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 33.5M | 12.7B | 0.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 33.8M | 12.8B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.