Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.1M | 228.1M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 2.5M | 183.3M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.3M | 165.1M | 2.0% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Apr 30, 2026 | 2.2M | 160.4M | 1.9% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Dec 31, 2025 | 1.7M | 124.7M | 1.5% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Feb 28, 2026 | 1.6M | 118.3M | 1.4% |
| American Century Capital Portfolios, Inc.-Mid Cap Value Fund | Mar 31, 2026 | 1.5M | 108.3M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.5M | 106.5M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 1.3M | 93.9M | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 1.3M | 92.9M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.