Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.6M | 592.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 2.1M | 476.7M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 1.8M | 411.4M | 2.2% |
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | Jan 31, 2026 | 1.5M | 346.9M | 1.9% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 1.2M | 270.2M | 1.4% |
| -Victory Pioneer Fund | Dec 31, 2025 | 1.1M | 252.5M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.1M | 243.2M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.1M | 240.5M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 996.8K | 227.3M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 762.9K | 173.9M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.