Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.7M | 399.2M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.3M | 322.3M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.2M | 290.0M | 2.2% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Dec 31, 2025 | 789.3K | 189.0M | 1.4% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Feb 28, 2026 | 720.5K | 172.5M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 679.3K | 162.6M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 682.7K | 163.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 683.2K | 163.5M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 619.3K | 148.3M | 1.1% |
| ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF | Mar 31, 2026 | 605.1K | 144.9M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.