Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 16.8M | 932.3M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 12.1M | 672.7M | 2.1% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 10.2M | 563.9M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 6.8M | 379.6M | 1.2% |
| iShares Trust-iShares U.S. Aerospace & Defense ETF | Jan 31, 2026 | 6.0M | 330.5M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 5.1M | 281.2M | 0.9% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 3.3M | 180.9M | 0.6% |
| SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF | Jan 31, 2026 | 3.0M | 165.8M | 0.5% |
| iShares Trust-iShares Russell Mid-Cap Growth ETF | Jan 31, 2026 | 2.8M | 155.0M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 2.5M | 136.8M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.