Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Dec 31, 2025 | 10.3M | 3.5B | 5.2% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 6.5M | 2.2B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.1M | 2.0B | 3.1% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 4.8M | 1.6B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 4.4M | 1.5B | 2.2% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Dec 31, 2025 | 4.2M | 1.4B | 2.1% |
| Bridge Builder Trust-Bridge Builder Large Cap Value Fund | Dec 31, 2025 | 3.6M | 1.2B | 1.8% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Dec 31, 2025 | 3.2M | 1.1B | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.8M | 951.1M | 1.4% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 2.7M | 904.0M | 1.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.