Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 1.7M | 408.9M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 1.3M | 327.7M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 1.2M | 297.7M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 683.9K | 166.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Mar 31, 2026 | 683.6K | 166.5M | 1.2% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Mar 31, 2026 | 687.7K | 167.5M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 678.1K | 165.2M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | May 31, 2026 | 644.3K | 157.0M | 1.2% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | May 31, 2026 | 613.7K | 149.5M | 1.1% |
| ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF | May 31, 2026 | 573.7K | 139.7M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.