Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.9M | 282.5M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.9M | 225.9M | 2.5% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Dec 31, 2025 | 3.8M | 219.0M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.5M | 203.4M | 2.3% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jan 31, 2026 | 2.7M | 156.4M | 1.7% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jan 31, 2026 | 2.6M | 150.7M | 1.7% |
| Vanguard Explorer Fund | Oct 31, 2025 | 2.2M | 126.6M | 1.4% |
| T. Rowe Price New Horizons Fund, Inc. | Dec 31, 2025 | 2.1M | 119.3M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.0M | 115.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 2.0M | 114.7M | 1.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.