Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 1.7M | 9.0B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 1.4M | 7.4B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 1.2M | 6.5B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 707.2K | 3.8B | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Jun 30, 2026 | 700.2K | 3.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 685.3K | 3.7B | 1.2% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Aug 31, 2026 | 678.5K | 3.6B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Aug 31, 2026 | 649.3K | 3.5B | 1.2% |
| ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF | Aug 31, 2026 | 570.8K | 3.1B | 1.0% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Jun 30, 2026 | 543.6K | 2.9B | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.