Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 27.4M | 1.0B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 21.9M | 804.6M | 2.5% |
| Invesco QQQ Trust, Series 1 | May 31, 2026 | 20.0M | 735.2M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 12.8M | 470.3M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 11.9M | 437.8M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 11.8M | 433.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | May 31, 2026 | 11.1M | 407.3M | 1.3% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Apr 30, 2026 | 6.4M | 236.8M | 0.7% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Mar 31, 2026 | 5.5M | 203.0M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 5.2M | 192.0M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.