Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Dec 31, 2025 | 2.6M | 527.1M | 3.9% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.2M | 429.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.1M | 422.9M | 3.2% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 1.7M | 330.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.5M | 304.4M | 2.3% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 1.3M | 265.2M | 2.0% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 1.1M | 228.8M | 1.7% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Dec 31, 2025 | 1.1M | 211.0M | 1.6% |
| AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd. | Jan 31, 2026 | 1.0M | 205.3M | 1.5% |
| -Price (T.Rowe) Mid-Cap Value Equity Trust | Sep 30, 2025 | 1.0M | 204.3M | 1.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.