Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 2.3M | 7.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 2.0M | 6.9B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2025 | 1.8M | 6.2B | 2.5% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Mar 31, 2025 | 1.1M | 3.7B | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Mar 31, 2025 | 1.0M | 3.5B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 915.7K | 3.1B | 1.3% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 880.8K | 3.0B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 863.5K | 2.9B | 1.2% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Apr 30, 2025 | 810.9K | 2.8B | 1.1% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Eqy. Premium Income ETF | Mar 31, 2025 | 610.6K | 2.1B | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.