Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.9M | 1.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 2.3M | 882.3M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 2.0M | 761.6M | 2.3% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 1.2M | 443.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 1.2M | 439.1M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 1.1M | 409.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 855.0K | 322.0M | 1.0% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Mar 31, 2026 | 811K | 305.4M | 0.9% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 722.8K | 272.2M | 0.8% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Apr 30, 2026 | 638.6K | 240.5M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.