Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Apr 30, 2026 | 12.4M | 1.6B | 3.4% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | Mar 31, 2026 | 11.8M | 1.5B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 11.7M | 1.5B | 3.2% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Mar 31, 2026 | 10.6M | 1.4B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 8.5M | 1.1B | 2.3% |
| Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund | Mar 31, 2026 | 7.1M | 922.5M | 1.9% |
| VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund | Mar 31, 2026 | 6.1M | 803.3M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 5.4M | 706.4M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 4.1M | 536.9M | 1.1% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 4.0M | 518.3M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.