Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 1.2M | 434.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.2M | 402.2M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 833.8K | 290.1M | 2.1% |
| Fidelity Contrafund | Feb 28, 2026 | 529.6K | 184.3M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 416.7K | 145.0M | 1.1% |
| T. Rowe Price All-Cap Opportunities Fd., Inc.-T. Rowe Price All-Cap Op | Dec 31, 2025 | 383.3K | 133.4M | 1.0% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Feb 28, 2026 | 379.4K | 132.0M | 1.0% |
| AIM Investment Fd.s -Invesco Discovery Mid Cap Growth Fd. | Jan 31, 2026 | 326.0K | 113.4M | 0.8% |
| SRH Total Return Fund, Inc. | Nov 30, 2025 | 300K | 104.4M | 0.8% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Feb 28, 2026 | 297.0K | 103.3M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.