Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Apr 30, 2026 | 1.7M | 466.0M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 1.6M | 437.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 1.1M | 318.6M | 2.3% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 1.1M | 302.0M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Mar 31, 2026 | 641.7K | 178.4M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 554.2K | 154.1M | 1.1% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jan 31, 2026 | 442.3K | 123.0M | 0.9% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Apr 30, 2026 | 375.7K | 104.4M | 0.8% |
| Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND | Jan 31, 2026 | 334.5K | 93.0M | 0.7% |
| Pacer Funds Trust-Pacer US Large Cap Cash Cows Growth Leaders ETF | Jan 31, 2026 | 319.6K | 88.9M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.