Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jun 30, 2026 | 259.9K | 227.6M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 253.8K | 222.3M | 2.8% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | May 31, 2026 | 194.5K | 170.3M | 2.1% |
| Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap | Mar 31, 2026 | 190.1K | 166.5M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 184.2K | 161.3M | 2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jun 30, 2026 | 146.4K | 128.2M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Mar 31, 2026 | 103.0K | 90.2M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 87.1K | 76.3M | 1.0% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Mar 31, 2026 | 76.6K | 67.1M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Jun 30, 2026 | 58.7K | 51.4M | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.