Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.5M | 6.4B | 3.2% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.3M | 5.9B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.8M | 4.6B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 995.8K | 2.6B | 1.3% |
| American Century Mutual Funds, Inc.-ULTRA FUND | Jan 31, 2026 | 901K | 2.3B | 1.2% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Jan 31, 2026 | 862.4K | 2.2B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 770.7K | 2.0B | 1.0% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Jan 31, 2026 | 622.8K | 1.6B | 0.8% |
| Vanguard Explorer Fund | Jan 31, 2026 | 573.9K | 1.5B | 0.7% |
| Invesco Exchange-Traded Fund Trust-Invesco Water Resources ETF | Jan 31, 2026 | 558.3K | 1.4B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.