Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.4M | 12.2B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 6.3M | 10.3B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 5.1M | 8.4B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 3.2M | 5.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 3.2M | 5.2B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 3.0M | 4.9B | 1.2% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 2.5M | 4.1B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.2M | 3.6B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Dec 31, 2025 | 2.0M | 3.2B | 0.8% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | Jan 31, 2026 | 1.8M | 3.0B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.