Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.9M | 1.6B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.6M | 1.2B | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 2.4M | 786.0M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 2.4M | 781.0M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 2.2M | 709.2M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 2.0M | 656.4M | 1.0% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 1.7M | 565.2M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.7M | 552.5M | 0.9% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 1.7M | 545.7M | 0.9% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Mar 31, 2026 | 1.7M | 538.7M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.