Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 112.9M | 11.7B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 100.4M | 10.4B | 2.6% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 84.5M | 8.8B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 51.1M | 5.3B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 50.6M | 5.3B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 47.2M | 4.9B | 1.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 38.7M | 4.0B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 32.9M | 3.4B | 0.8% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Apr 30, 2026 | 30.3M | 3.1B | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 26.4M | 2.7B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.