Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 127.6M | 12.3T | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 122.4M | 11.8T | 2.4% |
| Invesco QQQ Trust, Series 1 | Jul 31, 2026 | 104.1M | 10.0T | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 65.0M | 6.3T | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 61.1M | 5.9T | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jul 31, 2026 | 58.1M | 5.6T | 1.2% |
| Growth Fund of America | Jun 30, 2026 | 52.2M | 5.0T | 1.0% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Jun 30, 2026 | 46.8M | 4.5T | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Jun 30, 2026 | 32.6M | 3.1T | 0.6% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 30.4M | 2.9T | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.