Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 184.9M | 232.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 152.0M | 191.0B | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 80.7M | 101.4B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 75.8M | 95.3B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 70.9M | 89.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 61.1M | 76.8B | 1.0% |
| Invesco QQQ Trust, Series 1 | Jul 31, 2026 | 43.7M | 54.9B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Jun 30, 2026 | 31.8M | 40.0B | 0.5% |
| Growth Fund of America | Jun 30, 2026 | 27.6M | 34.6B | 0.5% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Jun 30, 2026 | 24.8M | 31.2B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.