Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 640.8K | 14.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 514.9K | 11.3B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 444.6K | 9.8B | 2.2% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 405.5K | 8.9B | 2.0% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 328.4K | 7.2B | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 261.7K | 5.8B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 261.4K | 5.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 259.6K | 5.7B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 244.9K | 5.4B | 1.2% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 190.9K | 4.2B | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.