Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 2.4M | 18.8B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 2.1M | 16.2B | 2.6% |
| Invesco QQQ Trust, Series 1 | Aug 31, 2026 | 1.7M | 13.4B | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 1.7M | 12.9B | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 1.1M | 8.3B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 1.0M | 8.1B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Aug 31, 2026 | 987.5K | 7.7B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 953.8K | 7.4B | 1.2% |
| iShares Trust-iShares U.S. Aerospace & Defense ETF | Aug 31, 2026 | 818.7K | 6.3B | 1.0% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | May 31, 2026 | 694.8K | 5.4B | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.