Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.6M | 16.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 6.1M | 13.4B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 5.3M | 11.6B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 3.1M | 6.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 3.1M | 6.8B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 2.8M | 6.2B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.2M | 4.9B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Dec 31, 2025 | 2.0M | 4.4B | 0.9% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 2.0M | 4.3B | 0.8% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Mar 31, 2026 | 1.4M | 3.1B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.