Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 11.3M | 4.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 9.0M | 3.3B | 2.6% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 7.6M | 2.8B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 4.6M | 1.7B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 4.6M | 1.7B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 4.2M | 1.6B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 3.8M | 1.4B | 1.1% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 2.7M | 990.8M | 0.8% |
| SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF | Apr 30, 2026 | 2.6M | 948.9M | 0.7% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 2.3M | 852.9M | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.