Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 466.3M | 147.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 380.6M | 120.3B | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 195.6M | 61.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 190.7M | 60.2B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Aug 31, 2026 | 179.7M | 56.8B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 153.0M | 48.3B | 1.1% |
| Invesco QQQ Trust, Series 1 | Aug 31, 2026 | 114.4M | 36.2B | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Jun 30, 2026 | 79.7M | 25.2B | 0.6% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 80.2M | 25.3B | 0.6% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Aug 31, 2026 | 47.9M | 15.2B | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.