Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 69.2M | 208.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 59.5M | 178.9B | 2.7% |
| Invesco QQQ Trust, Series 1 | Jul 31, 2026 | 47.5M | 142.9B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jul 31, 2026 | 31.0M | 93.1B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 29.7M | 89.3B | 1.4% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jul 31, 2026 | 28.2M | 84.8B | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 23.2M | 69.7B | 1.1% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Jul 31, 2026 | 18.5M | 55.6B | 0.9% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 14.8M | 44.4B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Jun 30, 2026 | 12.5M | 37.5B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.