Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.6M | 393.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.7M | 316.2M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.3M | 284.4M | 2.3% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Jan 31, 2026 | 2.0M | 174.4M | 1.4% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Feb 28, 2026 | 2.0M | 169.4M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.9M | 161.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.9M | 160.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.9M | 159.5M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 1.7M | 150.4M | 1.2% |
| Federated Hermes Equity Funds-Federated Hermes MDT Mid Cap Growth Fund | Jan 31, 2026 | 1.7M | 143.0M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.