Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 1.4M | 44.1M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.3M | 42.2M | 3.2% |
| BARON INVESTMENT Fd.S TRT -BARON SMALL CAP Fd. | Dec 31, 2025 | 1.3M | 40M | 3.0% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 1.1M | 34.3M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.0M | 32.4M | 2.5% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | Nov 30, 2025 | 969.4K | 31.0M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 918.8K | 29.4M | 2.2% |
| AIM Growth Series -Invesco Main Street Small Cap Fd. | Dec 31, 2025 | 621.5K | 19.9M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 593.5K | 19.0M | 1.4% |
| Fidelity Capital Trust-Fidelity Value Fund | Feb 28, 2026 | 568.1K | 18.2M | 1.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.