Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 17.2M | 888.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 13.8M | 712.4M | 2.6% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 12.2M | 630.0M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 11.9M | 615.0M | 2.2% |
| T. Rowe Price Equity Funds, Inc.-T. Rowe Price Large-Cap Growth Fund | Dec 31, 2025 | 8.5M | 436.3M | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 7.0M | 363.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 7.0M | 359.6M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 6.8M | 352.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 6.6M | 340.2M | 1.2% |
| -Price (T.Rowe) Large Cap Growth Trust | Sep 30, 2025 | 5.3M | 271.4M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.