Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 1.2M | 314.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 995.9K | 250.6M | 2.5% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Apr 30, 2026 | 929.5K | 233.9M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 904.8K | 227.7M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 576.2K | 145.0M | 1.5% |
| GLOBAL X FUNDS-Global X Defense Tech ETF | Apr 30, 2026 | 533.2K | 134.2M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 507.2K | 127.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 502.9K | 126.5M | 1.3% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Apr 30, 2026 | 479.3K | 120.6M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 466.9K | 117.5M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.