Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 2.5M | 87.9M | 4.3% |
| Vanguard Explorer Fund | Jan 31, 2026 | 1.6M | 57.6M | 2.8% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 1.6M | 56.3M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.5M | 54.7M | 2.7% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 1.3M | 44.9M | 2.2% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 1.2M | 44.2M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.1M | 39.4M | 1.9% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Dec 31, 2025 | 1.0M | 37.2M | 1.8% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 775.6K | 27.6M | 1.4% |
| Professionally Managed Portfolios-Congress Small Cap Growth Fund | Feb 28, 2026 | 770K | 27.4M | 1.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.