Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.4M | 796.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.2M | 638.8M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 4.6M | 574.7M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 3.0M | 370.6M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.6M | 325.9M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.6M | 322.3M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.5M | 304.0M | 1.2% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jan 31, 2026 | 1.4M | 167.7M | 0.7% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND | Jan 31, 2026 | 1.3M | 161.2M | 0.6% |
| iShares Trust-iShares Russell Mid-Cap Growth ETF | Jan 31, 2026 | 1.3M | 158.4M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.