Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 2.8M | 308.0M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.7M | 292.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.9M | 210.8M | 2.3% |
| Vanguard Explorer Fund | Jan 31, 2026 | 1.1M | 121.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.1M | 118.9M | 1.3% |
| MFS Series Trust II-MFS Growth Fund | Feb 28, 2026 | 1.1M | 114.9M | 1.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 946.4K | 103.4M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 916.2K | 100.1M | 1.1% |
| BARON SELECT FUNDS-Baron Partners Fund | Dec 31, 2025 | 880K | 96.1M | 1.0% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Feb 28, 2026 | 875.5K | 95.7M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.