Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 25.2M | 13.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 20.2M | 11.1B | 2.5% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 17.0M | 9.4B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 10.3M | 5.7B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 10.2M | 5.6B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 9.5M | 5.2B | 1.2% |
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 6.3M | 3.5B | 0.8% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Apr 30, 2026 | 6.1M | 3.4B | 0.8% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 6.0M | 3.3B | 0.8% |
| VanEck ETF Trust-VanEck Semiconductor ETF | Apr 30, 2026 | 6.0M | 3.3B | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.