Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 3.4M | 2.7B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.4M | 2.6B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.4M | 1.9B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.4M | 1.1B | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.2M | 901.3M | 1.1% |
| American Century Mutual Funds, Inc.-Small Cap Growth Fund | Jan 31, 2026 | 1.0M | 788.7M | 1.0% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Dec 31, 2025 | 941.1K | 731.9M | 0.9% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Jan 31, 2026 | 778.0K | 605.1M | 0.8% |
| AQR Funds-AQR Long-Short Equity Fund | Dec 31, 2025 | 748.2K | 581.9M | 0.7% |
| Vanguard Explorer Fund | Jan 31, 2026 | 727.8K | 566.0M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.