Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Dec 31, 2025 | 2.4M | 123.7M | 4.1% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 1.9M | 97.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.8M | 91.2M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.3M | 65.8M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 724.2K | 37.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 643.1K | 32.9M | 1.1% |
| T. Rowe Price New Horizons Fund, Inc. | Dec 31, 2025 | 626.8K | 32.1M | 1.1% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Jan 31, 2026 | 432.6K | 22.1M | 0.7% |
| Columbia Acorn Trust-Columbia Acorn Fund | Dec 31, 2025 | 423.2K | 21.7M | 0.7% |
| Legg Mason Partners Investment Trust-ClearBridge Growth Fund | Nov 30, 2025 | 392.3K | 20.1M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.