Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 1.7M | 475.6M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 1.4M | 389.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 1.2M | 343.7M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 707.2K | 200.3M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Jun 30, 2026 | 700.2K | 198.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 685.3K | 194.1M | 1.2% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Aug 31, 2026 | 678.5K | 192.2M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Aug 31, 2026 | 649.3K | 183.9M | 1.2% |
| ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF | Aug 31, 2026 | 570.8K | 161.7M | 1.0% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Jun 30, 2026 | 543.6K | 154.0M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.