Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Aug 31, 2026 | 4.5M | 5.0B | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 4.1M | 4.5B | 3.2% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Jun 30, 2026 | 3.4M | 3.8B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 2.9M | 3.2B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Jun 30, 2026 | 1.9M | 2.1B | 1.5% |
| VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund | Jun 30, 2026 | 1.8M | 2.0B | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 1.5M | 1.6B | 1.2% |
| Fidelity Capital Trust-Fidelity Value Fund | Aug 31, 2026 | 1.4M | 1.6B | 1.1% |
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund | Jul 31, 2026 | 1.1M | 1.2B | 0.9% |
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Stock Fund | Jul 31, 2026 | 1.1M | 1.2B | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.