Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.5M | 8.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 4.4M | 6.7B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 4.0M | 6.0B | 2.3% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 3.4M | 5.0B | 1.9% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 3.2M | 4.8B | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.6M | 3.9B | 1.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 2.5M | 3.8B | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.3M | 3.4B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.2M | 3.4B | 1.3% |
| iShares Trust-iShares U.S. Aerospace & Defense ETF | Jan 31, 2026 | 2.2M | 3.4B | 1.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.