Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 3.2M | 1.2B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 2.7M | 1.0B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 2.3M | 870.6M | 2.2% |
| VANGUARD WELLINGTON FUND | Feb 28, 2026 | 2.1M | 806.5M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 1.5M | 554.4M | 1.4% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Mar 31, 2026 | 1.4M | 540.4M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 1.4M | 514.1M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 1.4M | 509.3M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 1.3M | 472.9M | 1.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 1.2M | 433.6M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.