Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 3.4M | 7.1B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 2.7M | 5.7B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 2.3M | 4.8B | 2.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jun 30, 2026 | 1.5M | 3.2B | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 1.4M | 3.0B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 1.4M | 3.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 1.3M | 2.8B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 1.3M | 2.6B | 1.2% |
| Federated Hermes Equity Funds-Federated Hermes MDT Mid Cap Growth Fund | Apr 30, 2026 | 1.1M | 2.2B | 1.0% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Jun 30, 2026 | 975.6K | 2.0B | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.