Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.0M | 496.3M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 5.1M | 357.9M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 2.9M | 202.1M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.6M | 183.5M | 0.9% |
| JANUS INVESTMENT FUND-Janus Henderson Triton Fund | Dec 31, 2025 | 1.7M | 117.2M | 0.6% |
| iShares Trust-iShares Russell Mid-Cap Growth ETF | Jan 31, 2026 | 1.4M | 96.7M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jan 31, 2026 | 1.3M | 88.8M | 0.4% |
| Hennessy Funds Trust-Hennessy Focus Fund | Dec 31, 2025 | 1.1M | 79.3M | 0.4% |
| iShares Trust-iShares Russell 1000 Growth ETF | Jan 31, 2026 | 821.0K | 57.9M | 0.3% |
| VANGUARD WORLD FUND-Vanguard Communication Services Index Fund | Nov 30, 2025 | 812.9K | 57.3M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.