Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 466.2M | 2.4T | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 373.1M | 1.9T | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 202.7M | 1.1T | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 188.4M | 981.8B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 177.5M | 924.8B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 154.4M | 804.4B | 1.1% |
| Invesco QQQ Trust, Series 1 | Jun 30, 2026 | 112.9M | 588.5B | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 82.8M | 431.3B | 0.6% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 80.2M | 417.9B | 0.6% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Jun 30, 2026 | 47.4M | 247.2B | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.