Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 14.1M | 11.8B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 11.3M | 9.4B | 2.5% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 9.5M | 8.0B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 5.7M | 4.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 5.7M | 4.8B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 5.3M | 4.4B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 4.7M | 3.9B | 1.1% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 2.5M | 2.1B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2026 | 2.4M | 2.0B | 0.6% |
| Invesco Exchange-Traded Fund Trust II-Invesco NASDAQ 100 ETF | Apr 30, 2026 | 1.8M | 1.5B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.