Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 69.1M | 8.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 58.0M | 7.5B | 2.7% |
| Invesco QQQ Trust, Series 1 | May 31, 2026 | 49.7M | 6.4B | 2.3% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 29.5M | 3.8B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 29.3M | 3.8B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | May 31, 2026 | 27.6M | 3.5B | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 23.2M | 3.0B | 1.1% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Apr 30, 2026 | 17.5M | 2.3B | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 14.7M | 1.9B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 12.9M | 1.7B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.