Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 13.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.1M | 10.6B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 975.9K | 9.2B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 577.1K | 5.4B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 570.6K | 5.4B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 538.6K | 5.1B | 1.2% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Jan 31, 2026 | 473.4K | 4.4B | 1.1% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 462.2K | 4.3B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 412.6K | 3.9B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Dec 31, 2025 | 375.1K | 3.5B | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.