Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Dec 31, 2025 | 3.6M | 282.3M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.5M | 271.6M | 2.8% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 3.0M | 232.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.5M | 195.2M | 2.0% |
| LOOMIS SAYLES FUNDS II-Loomis Sayles Growth Fund | Dec 31, 2025 | 2.3M | 176.6M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.6M | 125.8M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.0M | 78.2M | 0.8% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Jan 31, 2026 | 951.6K | 74.3M | 0.8% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Jan 31, 2026 | 880.0K | 68.7M | 0.7% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Jan 31, 2026 | 859.1K | 67.0M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.