Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 126.9M | 240.4B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 119.4M | 226.1B | 2.4% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 106.9M | 202.5B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 60.7M | 115.1B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 60.0M | 113.6B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 56.1M | 106.3B | 1.1% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Mar 31, 2026 | 46.8M | 88.6B | 0.9% |
| VanEck ETF Trust-VanEck Semiconductor ETF | Apr 30, 2026 | 43.8M | 83.0B | 0.9% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 42.1M | 79.7B | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 37.0M | 70.0B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.