Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.3M | 291.2M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.8M | 234.3M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.6M | 210.7M | 2.3% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Dec 31, 2025 | 961.2K | 123.3M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 921.8K | 118.3M | 1.3% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Feb 28, 2026 | 921.2K | 118.2M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 927.3K | 119.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 919.6K | 118.0M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 842.0K | 108.0M | 1.2% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund | Mar 31, 2026 | 603.9K | 77.5M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.