Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Select Portfolios-Select Software and IT Services Portfolio | Feb 28, 2026 | 9.4M | 46.2M | 3.2% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 8.8M | 43.2M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 8.1M | 39.6M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 5.7M | 27.8M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 3.6M | 17.9M | 1.2% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Dec 31, 2025 | 3.5M | 17.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 3.0M | 14.6M | 1.0% |
| Fidelity Capital Trust-Fidelity Value Fund | Feb 28, 2026 | 2.4M | 12.0M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 2.3M | 11.6M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Jan 31, 2026 | 2.0M | 9.8M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.