Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 69.2M | 11.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 59.5M | 9.9B | 2.7% |
| Invesco QQQ Trust, Series 1 | Aug 31, 2026 | 49.4M | 8.2B | 2.3% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 30.6M | 5.1B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 29.8M | 5.0B | 1.4% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 28.5M | 4.7B | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 23.2M | 3.9B | 1.1% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Sep 30, 2026 | 16.6M | 2.8B | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 14.8M | 2.5B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Jun 30, 2026 | 12.5M | 2.1B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.