Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 1.7M | 444.8M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 1.3M | 356.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 1.2M | 323.8M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 732.9K | 194.2M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Mar 31, 2026 | 683.6K | 181.1M | 1.2% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Mar 31, 2026 | 687.7K | 182.2M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 679.8K | 180.2M | 1.2% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jun 30, 2026 | 653.6K | 173.2M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 640.6K | 169.8M | 1.2% |
| ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF | Jul 31, 2026 | 571.9K | 151.6M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.