Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 29.8M | 8.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 23.8M | 6.5B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 12.1M | 3.3B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 12.0M | 3.3B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 11.2M | 3.0B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 8.7M | 2.4B | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Apr 30, 2026 | 7.2M | 2.0B | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 6.2M | 1.7B | 0.7% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Mar 31, 2026 | 5.8M | 1.6B | 0.6% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 5.5M | 1.5B | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.