Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.3M | 311.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.8M | 250.9M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.6M | 225.7M | 2.3% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Apr 30, 2026 | 1.0M | 138.9M | 1.4% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Dec 31, 2025 | 961.2K | 132.1M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 927.3K | 127.4M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 927.5K | 127.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 921.6K | 126.6M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 867.5K | 119.2M | 1.2% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Apr 30, 2026 | 759.9K | 104.4M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.