Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 9.3M | 97.7B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 7.5M | 78.9B | 2.4% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Jun 30, 2026 | 3.9M | 41.0B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 3.9M | 40.5B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 3.8M | 39.5B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Aug 31, 2026 | 3.5M | 37.2B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2026 | 2.8M | 29.3B | 0.9% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 2.5M | 26.2B | 0.8% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Aug 31, 2026 | 2.3M | 24.3B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Jun 30, 2026 | 1.6M | 16.5B | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.