Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.2M | 344.3M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 976.9K | 290.6M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 835.5K | 248.5M | 2.2% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 509.5K | 151.6M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 498.2K | 148.2M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 493.3K | 146.7M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 463.1K | 137.7M | 1.2% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jan 31, 2026 | 446.0K | 132.7M | 1.2% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 420.3K | 125.0M | 1.1% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Dec 31, 2025 | 388.0K | 115.4M | 1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.