Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 26.1M | 27.4B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 21.3M | 22.4B | 2.6% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2026 | 17.9M | 18.8B | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 11.5M | 12.1B | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2026 | 11.4M | 12.0B | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 11.3M | 11.9B | 1.4% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 10.6M | 11.1B | 1.3% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | Sep 30, 2026 | 7.8M | 8.2B | 0.9% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Sep 30, 2026 | 5.7M | 6.0B | 0.7% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Jun 30, 2026 | 5.3M | 5.6B | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.