Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 927.1K | 270.7M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 867.7K | 253.4M | 2.9% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Jan 31, 2026 | 699.8K | 204.3M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 668.9K | 195.3M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 624.2K | 182.3M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 352.2K | 102.8M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 311.9K | 91.1M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 271.5K | 79.3M | 0.9% |
| Fidelity Puritan Trust-Fidelity Puritan Fund | Feb 28, 2026 | 254.1K | 74.2M | 0.9% |
| T. Rowe Price New Horizons Fund, Inc. | Dec 31, 2025 | 253.8K | 74.1M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.