Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 6.9M | 97.9B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 5.5M | 78.4B | 2.5% |
| Invesco QQQ Trust, Series 1 | Jun 30, 2026 | 4.8M | 67.3B | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 4.7M | 66.6B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 3.1M | 43.7B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 2.9M | 40.7B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 2.7M | 38.3B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 2.4M | 34.6B | 1.1% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Jun 30, 2026 | 1.8M | 25.0B | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Mar 31, 2026 | 1.7M | 23.4B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.