Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 235.8M | 106.1T | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 188.7M | 84.9T | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 102.5M | 46.1T | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 95.3M | 42.9T | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 89.8M | 40.4T | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 78.1M | 35.1T | 1.1% |
| Invesco QQQ Trust, Series 1 | Jun 30, 2026 | 57.1M | 25.7T | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 41.9M | 18.8T | 0.6% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 36.1M | 16.2T | 0.5% |
| Growth Fund of America | Jun 30, 2026 | 32.6M | 14.7T | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.