Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 729.9M | 115.9B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 627.6M | 99.7B | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2026 | 322.5M | 51.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2026 | 314.5M | 49.9B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 299.4M | 47.5B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 239.4M | 38.0B | 1.0% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2026 | 182.3M | 29.0B | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2026 | 137.4M | 21.8B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Jun 30, 2026 | 131.5M | 20.9B | 0.5% |
| Growth Fund of America | Sep 30, 2026 | 91.5M | 14.5B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.