Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 466.3M | 151.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 380.6M | 123.6B | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2026 | 194.5M | 63.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2026 | 189.7M | 61.6B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 180.6M | 58.6B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 153.0M | 49.7B | 1.1% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2026 | 110.4M | 35.9B | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2026 | 85.2M | 27.7B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Jun 30, 2026 | 79.7M | 25.9B | 0.5% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Sep 30, 2026 | 52.1M | 16.9B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.