Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.2M | 466.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 4.3M | 382.3M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 3.6M | 322.0M | 1.8% |
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | Jan 31, 2026 | 2.3M | 201.4M | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.2M | 195.6M | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.2M | 193.0M | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.0M | 182.3M | 1.0% |
| T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd. | Dec 31, 2025 | 1.9M | 171.8M | 0.9% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Dec 31, 2025 | 1.7M | 148.7M | 0.8% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jan 31, 2026 | 1.6M | 139.0M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.