Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 20.2M | 4.4B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 16.1M | 3.5B | 2.3% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 13.6M | 3.0B | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 8.2M | 1.8B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 8.1M | 1.8B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 7.6M | 1.7B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 5.9M | 1.3B | 0.9% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones | Apr 30, 2026 | 5.3M | 1.2B | 0.8% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jan 31, 2026 | 4.5M | 995.7M | 0.6% |
| PUTNAM LARGE CAP VALUE FUND | Jan 31, 2026 | 4.1M | 898.6M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.