Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Dec 31, 2025 | 1.2M | 1.4B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.1M | 1.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 886.9K | 1.1B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 800.4K | 997.3M | 2.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 452.9K | 564.3M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 451.5K | 562.5M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 447.9K | 558.1M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 422.4K | 526.4M | 1.2% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 262.6K | 327.2M | 0.8% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 250.5K | 312.1M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.