Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.8M | 325.6M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.9M | 245.7M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.8M | 234.8M | 2.1% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | Nov 30, 2025 | 2.5M | 213.5M | 1.9% |
| T. Rowe Price New Horizons Fund, Inc. | Dec 31, 2025 | 1.9M | 164.5M | 1.5% |
| Franklin Custodian Funds-FRANKLIN DYNATECH FUND | Dec 31, 2025 | 1.8M | 148.5M | 1.3% |
| MUTUAL FUND SERIES TRUST-Eventide Gilead Fund | Dec 31, 2025 | 1.7M | 145.8M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.6M | 132.4M | 1.2% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund | Dec 31, 2025 | 1.5M | 129.8M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.4M | 118.3M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.