Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jul 31, 2026 | 1.4M | 381.6M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 1.3M | 353.5M | 3.2% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Jun 30, 2026 | 1.1M | 295.5M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 927.9K | 255.4M | 2.3% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Jun 30, 2026 | 665K | 183.0M | 1.7% |
| First Eagle Funds-First Eagle Global Fund | Apr 30, 2026 | 635.4K | 174.9M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Jun 30, 2026 | 587.9K | 161.8M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 462.9K | 127.4M | 1.2% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jul 31, 2026 | 368.5K | 101.4M | 0.9% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Aug 31, 2026 | 346.2K | 95.3M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.