Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 7.7M | 731.9M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 6.2M | 586.9M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 5.3M | 497.7M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 3.2M | 298.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 3.1M | 295.9M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 2.9M | 275.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 2.2M | 213.2M | 1.0% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Mar 31, 2026 | 1.9M | 180.1M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Mar 31, 2026 | 1.8M | 175.3M | 0.8% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Apr 30, 2026 | 1.4M | 130.7M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.