Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Aug 31, 2026 | 7.9M | 104.3M | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 7.2M | 94.4M | 3.3% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 5.2M | 68.9M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 5.2M | 68.4M | 2.4% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Quality Equity Fund | Sep 30, 2026 | 3.2M | 42.4M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 2.6M | 34.2M | 1.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2026 | 2.5M | 33.6M | 1.2% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jul 31, 2026 | 2.3M | 30.8M | 1.1% |
| First TRT Exch-Trd AlphaDEX Fd.-First TRT Technology AlphaDEX Fd. | Aug 31, 2026 | 2.3M | 29.8M | 1.0% |
| DEUTSCHE DWS INVESTMENT TRUST-DWS Small Cap Core Fund | Jun 30, 2026 | 1.7M | 22.4M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.