Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 466.2M | 137.1T | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 373.1M | 109.7T | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | May 31, 2026 | 193.4M | 56.9T | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | May 31, 2026 | 187.9M | 55.2T | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 177.5M | 52.2T | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 154.4M | 45.4T | 1.1% |
| Invesco QQQ Trust, Series 1 | May 31, 2026 | 115.3M | 33.9T | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 82.8M | 24.3T | 0.6% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 73.4M | 21.6T | 0.5% |
| iShares Trust-iShares Russell 1000 Growth ETF | May 31, 2026 | 50.6M | 14.9T | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.