Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 384.8K | 4.1M | 2.3% |
| Brighthouse Funds Trust I-Morgan Stanley Discovery Portfolio | Dec 31, 2025 | 328.9K | 3.5M | 2.0% |
| Morgan Stanley Insight Fund | Dec 31, 2025 | 321.8K | 3.5M | 1.9% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 320.3K | 3.4M | 1.9% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 293.5K | 3.2M | 1.8% |
| MORGAN STANLEY INSTITUTIONAL FUND TRUST-Discovery Portfolio | Dec 31, 2025 | 237.9K | 2.6M | 1.4% |
| MORGAN STANLEY INSTITUTIONAL FUND INC-Inception Portfolio | Dec 31, 2025 | 180.2K | 1.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 133.3K | 1.4M | 0.8% |
| EQ Advisors Trust-EQ/Morgan Stanley Small Cap Growth Portfolio | Dec 31, 2025 | 130.9K | 1.4M | 0.8% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 126.4K | 1.4M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.