Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS INSURANCE SERIES-Growth-Income Fund | Dec 31, 2025 | 4.9M | 346.2M | 6.5% |
| SmallCap World Fund Inc | Dec 31, 2025 | 3.2M | 223.1M | 4.2% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.4M | 170.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.3M | 165.0M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.7M | 120.9M | 2.3% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 1.7M | 119.9M | 2.3% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 1.3M | 93.7M | 1.8% |
| Capital Group Core Equity ETF | Nov 30, 2025 | 1.0M | 72.5M | 1.4% |
| VANGUARD WHITEHALL FUNDS-Vanguard Mid-Cap Growth Fund | Jan 31, 2026 | 837.6K | 59.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 814.0K | 57.4M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.