Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 6.2M | 521.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.1M | 514.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 4.3M | 361.6M | 2.2% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 3.7M | 307.8M | 1.9% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Sep 30, 2025 | 3.4M | 282.8M | 1.7% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 3.2M | 270.7M | 1.7% |
| MFS Massachusetts Investors Growth Stock Fd.-Massachusetts Investors G | Aug 31, 2025 | 3.1M | 256.2M | 1.6% |
| MFS Series Trust II-MFS Growth Fund | Aug 31, 2025 | 2.7M | 230.1M | 1.4% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Aug 31, 2025 | 2.4M | 204.2M | 1.3% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 2.3M | 196.8M | 1.2% |
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