Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 11.2M | 98.5B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 9.2M | 80.4B | 2.7% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2026 | 7.4M | 64.7B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2026 | 4.7M | 41.3B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2026 | 4.6M | 40.2B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 4.4M | 38.3B | 1.3% |
| Growth Fund of America | Sep 30, 2026 | 4.0M | 35.2B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 3.8M | 33.7B | 1.1% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jul 31, 2026 | 2.7M | 23.9B | 0.8% |
| SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF | Sep 30, 2026 | 2.5M | 21.9B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.