Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 3.4M | 9.0B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.1M | 8.1B | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 2.5M | 6.5B | 2.4% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 2.3M | 6.1B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.2M | 5.9B | 2.1% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Feb 28, 2026 | 1.4M | 3.8B | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.4M | 3.8B | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.1M | 2.9B | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 991.6K | 2.6B | 1.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 885.0K | 2.3B | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.