Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMCAP FUND | Mar 31, 2026 | 5.4M | 1.0B | 4.6% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 3.8M | 724.6M | 3.2% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 3.8M | 722.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.5M | 668.1M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.5M | 483.6M | 2.2% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 2.2M | 422.3M | 1.9% |
| SmallCap World Fund Inc | Dec 31, 2025 | 1.7M | 325.0M | 1.5% |
| AMERICAN FUNDS INSURANCE SERIES-Growth-Income Fund | Mar 31, 2026 | 1.7M | 323.9M | 1.4% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 1.4M | 268.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.3M | 241.8M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.