Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 12.0M | 3.2B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 8.1M | 2.2B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 4.9M | 1.3B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 4.9M | 1.3B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 4.6M | 1.2B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 4.3M | 1.2B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 4.1M | 1.1B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Mar 31, 2026 | 2.9M | 777.7M | 0.8% |
| iShares Trust-iShares Russell Mid-Cap Growth ETF | Apr 30, 2026 | 2.5M | 672.9M | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 2.2M | 576.5M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.