Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 1.6M | 166.2M | 4.0% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 1.3M | 133.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.2M | 123.1M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 862.2K | 89.2M | 2.1% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | Nov 30, 2025 | 846.6K | 87.6M | 2.1% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 506.1K | 52.4M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 487.0K | 50.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 431.3K | 44.6M | 1.1% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 352.7K | 36.5M | 0.9% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF | Feb 28, 2026 | 342.1K | 35.4M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.