Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.4M | 1.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 2.7M | 953.0M | 2.6% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 2.3M | 823.3M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.4M | 486.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 1.4M | 480.2M | 1.3% |
| Principal Funds, Inc-MidCap Fund | Oct 31, 2025 | 1.3M | 451.3M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 1.3M | 452.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 1.2M | 411.2M | 1.1% |
| Professionally Managed Portfolios-Akre Focus ETF | Oct 31, 2025 | 1.1M | 372.6M | 1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 990.6K | 347.8M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.