Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Dec 31, 2025 | 1.4M | 252.2M | 3.7% |
| BARON INVESTMENT Fd.S TRT -BARON GROWTH Fd. | Dec 31, 2025 | 776K | 138.5M | 2.0% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 770.0K | 137.4M | 2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jan 31, 2026 | 711.3K | 126.9M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 705.7K | 125.9M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 513.2K | 91.6M | 1.3% |
| Vanguard Explorer Fund | Jan 31, 2026 | 394.0K | 70.3M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 290.1K | 51.8M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 257.4K | 45.9M | 0.7% |
| JPMorgan Trust I-JPMorgan Small Cap Equity Fund | Dec 31, 2025 | 196.9K | 35.1M | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.