Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 75.6M | 2.1B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 64.2M | 1.8B | 2.6% |
| Invesco QQQ Trust, Series 1 | Aug 31, 2026 | 53.9M | 1.5B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 51.6M | 1.4B | 2.1% |
| SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect | Aug 31, 2026 | 36.7M | 1.0B | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 33.0M | 908.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 32.0M | 882.4M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Aug 31, 2026 | 30.4M | 835.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2026 | 22.6M | 623.7M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund | Jun 30, 2026 | 15.3M | 421.2M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.