Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 126.9M | 38.1B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 119.4M | 35.8B | 2.4% |
| Invesco QQQ Trust, Series 1 | Jul 31, 2026 | 104.1M | 31.2B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 65.0M | 19.5B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 60.6M | 18.2B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 57.1M | 17.1B | 1.1% |
| Growth Fund of America | Jun 30, 2026 | 52.2M | 15.7B | 1.0% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Mar 31, 2026 | 46.8M | 14.0B | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Jun 30, 2026 | 37.3M | 11.2B | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 37.0M | 11.1B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.