Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 4.7M | 3.6B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 3.8M | 3.0B | 2.7% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2026 | 3.1M | 2.4B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2026 | 1.9M | 1.5B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2026 | 1.9M | 1.5B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 1.8M | 1.4B | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 1.6M | 1.2B | 1.1% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Jun 30, 2026 | 1.2M | 954.8M | 0.9% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Sep 30, 2026 | 1.1M | 862.9M | 0.8% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Sep 30, 2026 | 1.1M | 813.0M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.