Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 24.7M | 1.5B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 19.8M | 1.2B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 17.1M | 1.0B | 2.2% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 11.6M | 691.8M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 10.1M | 604.9M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 10.0M | 598.2M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 9.4M | 564.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 8.7M | 521.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Dec 31, 2025 | 6.6M | 393.2M | 0.8% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Jan 31, 2026 | 5.6M | 336.7M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.