Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 4.7M | 7.0B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 3.8M | 5.7B | 2.7% |
| Invesco QQQ Trust, Series 1 | Aug 31, 2026 | 3.2M | 4.7B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 2.0M | 2.9B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 1.9M | 2.8B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Aug 31, 2026 | 1.8M | 2.7B | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 1.6M | 2.3B | 1.1% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Jun 30, 2026 | 1.2M | 1.8B | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Aug 31, 2026 | 1.2M | 1.7B | 0.8% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Aug 31, 2026 | 1.2M | 1.8B | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.