Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 3.4M | 409.8M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 2.7M | 328.3M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 2.3M | 278.7M | 2.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jun 30, 2026 | 1.5M | 185.3M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 1.4M | 174.9M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 1.4M | 175.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 1.3M | 162.6M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 1.3M | 153.2M | 1.2% |
| Federated Hermes Equity Funds-Federated Hermes MDT Mid Cap Growth Fund | Apr 30, 2026 | 1.1M | 130.5M | 1.0% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Jun 30, 2026 | 975.6K | 118.1M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.