Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 4.7M | 142.0B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 3.8M | 115.8B | 2.6% |
| Invesco QQQ Trust, Series 1 | Jul 31, 2026 | 3.1M | 92.6B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Jul 31, 2026 | 2.0M | 60.3B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 1.9M | 57.8B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jul 31, 2026 | 1.8M | 55.0B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 1.6M | 47.5B | 1.1% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Jul 31, 2026 | 1.4M | 43.3B | 1.0% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Jun 30, 2026 | 1.2M | 37.4B | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Jul 31, 2026 | 1.2M | 36.0B | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.