Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.5M | 598.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 2.8M | 481.2M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 2.4M | 415.3M | 2.2% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 1.5M | 250.5M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.4M | 245.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.4M | 242.9M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 1.3M | 229.0M | 1.2% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Dec 31, 2025 | 1.2M | 213.4M | 1.1% |
| John Hancock Funds III-Disciplined Value Fund | Jan 31, 2026 | 1.2M | 199.0M | 1.1% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 1.2M | 199.5M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.