Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.6M | 294.9M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.7M | 236.3M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.3M | 212.7M | 1.9% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 3.0M | 188.2M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.2M | 137.1M | 1.2% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jan 31, 2026 | 1.9M | 123.8M | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.9M | 120.6M | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.9M | 119.3M | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 1.8M | 113.0M | 1.0% |
| DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund | Jan 31, 2026 | 1.6M | 100.8M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.