Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 6.5M | 470.4M | 3.4% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 6.3M | 455.5M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.1M | 441.3M | 3.2% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Feb 28, 2026 | 3.6M | 260.4M | 1.9% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Dec 31, 2025 | 3.3M | 239.8M | 1.7% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 3.2M | 233.9M | 1.7% |
| MFS Massachusetts Investors Growth Stock Fd.-Massachusetts Investors G | Feb 28, 2026 | 3.1M | 223.5M | 1.6% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 2.5M | 181.1M | 1.3% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jan 31, 2026 | 2.4M | 171.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.2M | 160.0M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.