Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.2M | 1.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 4.3M | 911.5M | 2.2% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | Mar 31, 2026 | 3.2M | 678.3M | 1.6% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 2.9M | 620.5M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.1M | 451.2M | 1.1% |
| AMCAP FUND | Mar 31, 2026 | 2.0M | 419.7M | 1.0% |
| Parnassus Income Funds-Parnassus Core Equity Fund | Dec 31, 2025 | 1.9M | 399.5M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 1.8M | 385.4M | 0.9% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Dec 31, 2025 | 1.7M | 364.2M | 0.9% |
| Fidelity Contrafund | Feb 28, 2026 | 1.6M | 352.4M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.