Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.8M | 28.0B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 4.7M | 19.4B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.3M | 9.6B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.0M | 8.2B | 1.0% |
| Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd. | Mar 31, 2026 | 1.3M | 5.6B | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund | Dec 31, 2025 | 1.3M | 5.6B | 0.6% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 1.3M | 5.3B | 0.6% |
| Kayne Anderson Energy Infrastructure Fund, Inc. | Feb 28, 2026 | 1.2M | 5.2B | 0.6% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Feb 28, 2026 | 1.2M | 4.8B | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Mar 31, 2026 | 1.1M | 4.7B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.