Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.0M | 542.4M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 4.3M | 390.4M | 2.3% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Nov 30, 2025 | 3.7M | 333.8M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 2.4M | 220.3M | 1.3% |
| Vanguard Explorer Fund | Oct 31, 2025 | 2.0M | 185.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.0M | 185.4M | 1.1% |
| BlackRock Large Cap Series Fd.s, Inc.-BlackRock Event Driven Eqy. Fd. | Nov 30, 2025 | 1.4M | 129.5M | 0.8% |
| HARTFORD MUTUAL FUNDS II INC-THE HARTFORD GROWTH OPPORTUNITIES FUND | Oct 31, 2025 | 1.1M | 95.9M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jan 31, 2026 | 986.7K | 89.6M | 0.5% |
| SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF | Jan 31, 2026 | 991.8K | 90.1M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.