Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 10.5M | 2.3B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 8.6M | 1.9B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 7.2M | 1.6B | 2.1% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2026 | 7.0M | 1.5B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2026 | 4.5M | 981.5M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 4.3M | 944.5M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 4.1M | 911.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 3.7M | 821.5M | 1.1% |
| JANUS INVESTMENT FUND-Janus Henderson Forty Fund | Jun 30, 2026 | 3.1M | 676.6M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Jun 30, 2026 | 2.5M | 557.4M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.