Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 19.2M | 323.3M | 3.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 17.8M | 298.4M | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 12.3M | 206.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 8.5M | 142.6M | 1.7% |
| Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati | Nov 30, 2025 | 7.7M | 129.4M | 1.6% |
| -Victory Pioneer Fundamental Growth Fund | Dec 31, 2025 | 7.3M | 123.2M | 1.5% |
| -Price (T.Rowe) U.S. Value Equity Trust | Dec 31, 2025 | 6.9M | 115.2M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 6.4M | 107.9M | 1.3% |
| T. Rowe Price Value Fund, Inc. | Dec 31, 2025 | 5.2M | 87.2M | 1.1% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Dec 31, 2025 | 5.0M | 83.3M | 1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.