Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 4.9M | 643.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.5M | 600.6M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.3M | 433.2M | 2.2% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Feb 28, 2026 | 2.1M | 272.4M | 1.4% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 2.0M | 268.3M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.8M | 244.5M | 1.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 1.8M | 243.9M | 1.2% |
| Fidelity Select Portfolios-Select Software and IT Services Portfolio | Feb 28, 2026 | 1.7M | 222.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.6M | 216.6M | 1.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF | Jan 31, 2026 | 1.5M | 197.4M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.