Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 6.3M | 1.0B | 2.2% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 6.0M | 989.9M | 2.2% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Mar 31, 2026 | 5.1M | 828.5M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 4.9M | 808.7M | 1.8% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Apr 30, 2026 | 4.4M | 721.2M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 4.3M | 699.2M | 1.5% |
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 2.9M | 480.3M | 1.0% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 2.5M | 411.6M | 0.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 2.5M | 407.8M | 0.9% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 2.3M | 380.3M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.