Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 1.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.1M | 1.1B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.0M | 949.6M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 655.0K | 612.3M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 571.7K | 534.4M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 575.3K | 537.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 520.3K | 486.3M | 1.2% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Apr 30, 2026 | 480.9K | 449.5M | 1.1% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 338.2K | 316.2M | 0.8% |
| -Victory Pioneer Fund | Dec 31, 2025 | 328.6K | 307.1M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.