Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 3.0M | 112.0M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.9M | 109.5M | 1.7% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 2.2M | 83.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.1M | 80.2M | 1.3% |
| GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF | Feb 28, 2026 | 2.0M | 76.7M | 1.2% |
| Vanguard Explorer Fund | Jan 31, 2026 | 1.7M | 66.0M | 1.0% |
| SmallCap World Fund Inc | Dec 31, 2025 | 1.6M | 62.0M | 1.0% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Nov 30, 2025 | 1.3M | 48.7M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.2M | 45.3M | 0.7% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Nov 30, 2025 | 1.1M | 40.1M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.