Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.3M | 1.1B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 2.6M | 880.0M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 2.3M | 753.7M | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 1.4M | 451.3M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 1.3M | 445.6M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 1.2M | 416.4M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 968.3K | 322.9M | 0.9% |
| Fidelity Contrafund | Mar 31, 2026 | 939.0K | 313.1M | 0.8% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 872.5K | 290.9M | 0.8% |
| iShares Trust-iShares MSCI USA Min Vol Factor ETF | Apr 30, 2026 | 804.9K | 268.4M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.