Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.8M | 1.0B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.8M | 856.4M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 4.3M | 642.7M | 1.9% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 2.9M | 429.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 2.8M | 424.0M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 2.7M | 395.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 2.5M | 374.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Dec 31, 2025 | 1.8M | 269.9M | 0.8% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Apr 30, 2026 | 1.6M | 232.2M | 0.7% |
| ARK ETF Trust-ARK Innovation ETF | Apr 30, 2026 | 1.5M | 217.5M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.