Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 733.1M | 2.8T | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 617.5M | 2.4T | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 334.2M | 1.3T | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 310.7M | 1.2T | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 292.7M | 1.1T | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 242.7M | 932.8B | 1% |
| Invesco QQQ Trust, Series 1 | Jun 30, 2026 | 186.1M | 715.1B | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 137.0M | 526.6B | 0.6% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 136.9M | 526.0B | 0.6% |
| Growth Fund of America | Jun 30, 2026 | 97.9M | 376.1B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.