Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.2M | 416.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 4.1M | 333.1M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.7M | 299.8M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.4M | 193.3M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 2.1M | 169.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 2.1M | 168.7M | 1.3% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Mar 31, 2026 | 1.9M | 154.3M | 1.2% |
| -Price (T.Rowe) U.S. Value Equity Trust | Dec 31, 2025 | 1.9M | 154.4M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 1.9M | 153.7M | 1.2% |
| ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF | Apr 30, 2026 | 1.8M | 147.0M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.