Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.2M | 1.2B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.9M | 1.0B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 1.6M | 846.4M | 2.1% |
| BARON INVESTMENT Fd.S TRT -BARON GROWTH Fd. | Dec 31, 2025 | 1.2M | 642.8M | 1.6% |
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 1.1M | 606.5M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 965.9K | 526.2M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 956.3K | 520.9M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 901.8K | 491.3M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 872.2K | 475.2M | 1.2% |
| BARON SELECT FUNDS-Baron Partners Fund | Dec 31, 2025 | 800K | 435.8M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.