Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 112.9M | 214.5B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 100.4M | 190.8B | 2.6% |
| Invesco QQQ Trust, Series 1 | Jun 30, 2026 | 83.7M | 159.0B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 54.5M | 103.6B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 50.7M | 96.3B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 47.7M | 90.7B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 32.9M | 62.5B | 0.8% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Jun 30, 2026 | 31.2M | 59.2B | 0.8% |
| AMERICAN MUTUAL FUND | Jun 30, 2026 | 26.7M | 50.7B | 0.7% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 26.4M | 50.2B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.