Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 935.0K | 161.9M | 3.9% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 806.3K | 139.6M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 687.4K | 119.0M | 2.9% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 545.3K | 94.4M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 497.5K | 86.1M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 281.0K | 48.6M | 1.2% |
| Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund | Dec 31, 2025 | 264.1K | 45.7M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 248.8K | 43.1M | 1.0% |
| T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U. | Dec 31, 2025 | 200.8K | 34.8M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Mar 31, 2026 | 183.4K | 31.7M | 0.8% |
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Holders
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