Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.4M | 652.0M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 6.3M | 550.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 5.1M | 451.1M | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 3.2M | 280.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 3.2M | 277.2M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 3.0M | 262.8M | 1.2% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 2.5M | 218.4M | 1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.2M | 190.7M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Dec 31, 2025 | 2.0M | 173.4M | 0.8% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | Jan 31, 2026 | 1.8M | 159.9M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.