Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.8M | 1.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 4.7M | 1.3B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.3M | 639.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.0M | 546.4M | 0.9% |
| MFS Series Trust II-MFS Growth Fund | Nov 30, 2025 | 1.4M | 399.8M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund | Dec 31, 2025 | 1.3M | 369.4M | 0.6% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 1.3M | 350.4M | 0.6% |
| Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd. | Dec 31, 2025 | 1.2M | 322.2M | 0.6% |
| John Hancock Investment Trust-Fundamental Large Cap Core Fund | Jan 31, 2026 | 1.2M | 320.7M | 0.6% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Nov 30, 2025 | 1.2M | 321.6M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.