Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.7M | 829.3M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.0M | 665.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 2.5M | 574.4M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.5M | 339.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.5M | 335.8M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 1.5M | 334.2M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 1.4M | 310.9M | 1.2% |
| ACAP Strategic Fund | Dec 31, 2025 | 1.2M | 265.4M | 1.0% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 1.0M | 228.0M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Dec 31, 2025 | 978.8K | 220.8M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.