Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 23.6M | 3.8B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 14.1M | 2.3B | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 12.1M | 2.0B | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 6.1M | 983.5M | 0.6% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 6.1M | 989.9M | 0.6% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 5.7M | 919.2M | 0.5% |
| SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect | Apr 30, 2026 | 5.0M | 810.3M | 0.5% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 4.7M | 758.1M | 0.4% |
| Invesco Exchange-Traded Fund Trust II-Invesco NASDAQ 100 ETF | Apr 30, 2026 | 4.4M | 721.3M | 0.4% |
| VANGUARD WELLINGTON FUND | Feb 28, 2026 | 3.6M | 587.1M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.