Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Artisan Partners Funds Inc.-Artisan International Value Fund | Dec 31, 2025 | 17.1M | 1.6B | 4.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 10.8M | 1.0B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 9.1M | 853.1M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 7.5M | 702.5M | 2.2% |
| BARON INVESTMENT Fd.S TRT -BARON GROWTH Fd. | Dec 31, 2025 | 7.1M | 668.4M | 2.0% |
| BARON SELECT FUNDS-Baron Partners Fund | Dec 31, 2025 | 6.2M | 578.5M | 1.8% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Mar 31, 2026 | 4.8M | 452.8M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 4.6M | 430.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 4.6M | 427.7M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 4.1M | 387.0M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.