Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.2M | 396.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.8M | 316.6M | 2.5% |
| Fidelity Securities Fund-Fidelity OTC Portfolio | Feb 28, 2026 | 904.5K | 161.5M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 904.5K | 161.5M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 895.3K | 159.8M | 1.3% |
| AMCAP FUND | Dec 31, 2025 | 843.1K | 150.5M | 1.2% |
| NEW ECONOMY FUND | Dec 31, 2025 | 836.1K | 149.3M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 841.2K | 150.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 798.1K | 142.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 766.0K | 136.7M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.