Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 69.1M | 147.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 58.0M | 124.2B | 2.7% |
| Invesco QQQ Trust, Series 1 | Jun 30, 2026 | 48.7M | 104.3B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 31.7M | 67.8B | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 29.5M | 63.0B | 1.4% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 27.7M | 59.3B | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 23.2M | 49.7B | 1.1% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Jun 30, 2026 | 18.1M | 38.8B | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 14.8M | 31.6B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 12.9M | 27.6B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.