Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Apr 30, 2026 | 1.4M | 465.8M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 1.3M | 438.4M | 3.2% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Mar 31, 2026 | 1.2M | 418.8M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 942.7K | 318.7M | 2.3% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Mar 31, 2026 | 665K | 224.8M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 600.3K | 203.0M | 1.5% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 469.5K | 158.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 455.2K | 153.9M | 1.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Apr 30, 2026 | 400.3K | 135.3M | 1.0% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Apr 30, 2026 | 330.4K | 111.7M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.