Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 423.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.1M | 339.9M | 2.6% |
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 1.1M | 331.9M | 2.5% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 891K | 279.0M | 2.1% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Apr 30, 2026 | 750.2K | 234.9M | 1.8% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Mar 31, 2026 | 593.1K | 185.7M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 596.1K | 186.7M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 556.6K | 174.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 549.5K | 172.1M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 515.7K | 161.5M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.