Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jul 31, 2026 | 1.4M | 11.2B | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 1.3M | 10.3B | 3.2% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Jun 30, 2026 | 1.1M | 8.6B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 927.9K | 7.5B | 2.3% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Jun 30, 2026 | 665K | 5.3B | 1.7% |
| First Eagle Funds-First Eagle Global Fund | Apr 30, 2026 | 635.4K | 5.1B | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Jun 30, 2026 | 587.9K | 4.7B | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 462.9K | 3.7B | 1.2% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jul 31, 2026 | 368.5K | 3.0B | 0.9% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Aug 31, 2026 | 346.2K | 2.8B | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.