Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 27.9M | 343.6M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 20.2M | 248.0M | 1.4% |
| Growth Fund of America | Jun 30, 2026 | 12.4M | 152.3M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Jun 30, 2026 | 11.6M | 142.7M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 9.7M | 118.8M | 0.7% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Jun 30, 2026 | 6.2M | 76.3M | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Aug 31, 2026 | 4.7M | 57.6M | 0.3% |
| iShares Trust-iShares Russell Mid-Cap ETF | Aug 31, 2026 | 3.6M | 44.8M | 0.3% |
| Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund | Aug 31, 2026 | 3.4M | 41.7M | 0.2% |
| J.P. Morgan Exchange-Traded Fund Trust-JPMorgan U.S. Tech Leaders ETF | Jun 30, 2026 | 2.9M | 36.2M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.