Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 21.7M | 1.7B | 2.2% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 20.9M | 1.6B | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 18.1M | 1.4B | 1.9% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Mar 31, 2026 | 11.9M | 912.9M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 9.2M | 707.7M | 0.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 9.1M | 701.1M | 0.9% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 8.5M | 655.3M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 7.9M | 607.1M | 0.8% |
| SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD | Apr 30, 2026 | 6.8M | 523.4M | 0.7% |
| LOOMIS SAYLES FUNDS II-Loomis Sayles Growth Fund | Mar 31, 2026 | 6.8M | 519.7M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.