Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Aug 31, 2026 | 3.2M | 310.7M | 6.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 1.6M | 153.8M | 3.1% |
| NEW PERSPECTIVE FUND | Sep 30, 2026 | 1.5M | 144.7M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 1.1M | 111.1M | 2.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 956.9K | 93.4M | 1.9% |
| New Economy Fund | Sep 30, 2026 | 950.0K | 92.7M | 1.8% |
| Columbia Funds Series Trust II-Columbia Select Large Cap Value Fund | May 31, 2026 | 929.7K | 90.7M | 1.8% |
| Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Select Large | Jun 30, 2026 | 805.7K | 78.6M | 1.6% |
| Columbia Funds Series Trust II-Columbia Intrinsic Value Fund | May 31, 2026 | 773.0K | 75.4M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Jun 30, 2026 | 721.0K | 70.3M | 1.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.