Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 8.6M | 164.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 6.8M | 131.7B | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 3.5M | 67.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 3.5M | 66.4B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | May 31, 2026 | 3.3M | 62.5B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 2.9M | 55.8B | 1.1% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Mar 31, 2026 | 2.7M | 52.6B | 1.0% |
| Fidelity Contrafund | Apr 30, 2026 | 1.8M | 34.8B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 1.5M | 29.2B | 0.6% |
| SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF | May 31, 2026 | 1.5M | 29.0B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.