Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Artisan Partners Funds Inc.-Artisan International Value Fund | Dec 31, 2025 | 17.1M | 1.6B | 4.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 10.8M | 1.0B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 9.1M | 869.6M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 7.5M | 716.0M | 2.1% |
| BARON INVESTMENT Fd.S TRT -BARON GROWTH Fd. | Dec 31, 2025 | 7.1M | 681.3M | 2% |
| BARON SELECT FUNDS-Baron Partners Fund | Dec 31, 2025 | 6.2M | 589.7M | 1.7% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Dec 31, 2025 | 4.9M | 466.0M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 4.6M | 443.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 4.6M | 438.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 4.3M | 413.8M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.