Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.2M | 1.1B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.9M | 967.1M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 1.6M | 793.0M | 2.1% |
| BARON INVESTMENT Fd.S TRT -BARON GROWTH Fd. | Dec 31, 2025 | 1.2M | 602.3M | 1.6% |
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 1.1M | 568.2M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 956.3K | 488.1M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 944.6K | 482.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 872.2K | 445.2M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 849.7K | 433.7M | 1.2% |
| BARON SELECT FUNDS-Baron Partners Fund | Dec 31, 2025 | 800K | 408.3M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.