Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 29.6M | 177.3M | 4.8% |
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 27.9M | 167.6M | 4.5% |
| Professionally Managed Portfolios-Akre Focus ETF | Jan 31, 2026 | 20.7M | 124.5M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 19.2M | 115.4M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 13.8M | 83.1M | 2.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 12.1M | 72.5M | 2.0% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Dec 31, 2025 | 11.9M | 71.4M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 8.9M | 53.5M | 1.4% |
| -Price (T.Rowe) U.S. Mid-Cap Growth Equity Trust | Sep 30, 2025 | 8.9M | 53.6M | 1.4% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Dec 31, 2025 | 8.4M | 50.1M | 1.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.