Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 235.8M | 113.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 192.5M | 93.0B | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2026 | 98.9M | 47.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2026 | 96.5M | 46.6B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 91.9M | 44.4B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 77.4M | 37.4B | 1.0% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2026 | 56.2M | 27.1B | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Jun 30, 2026 | 40.3M | 19.5B | 0.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2026 | 38.1M | 18.4B | 0.5% |
| Growth Fund of America | Sep 30, 2026 | 34.1M | 16.5B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.