Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.1M | 6.7B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.1M | 6.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.5M | 4.7B | 2.3% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 1.0M | 3.2B | 1.5% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 855K | 2.7B | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 846.7K | 2.7B | 1.3% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 754.7K | 2.4B | 1.1% |
| AB Large Cap Growth Fund Inc | Jan 31, 2026 | 742.3K | 2.3B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 712.4K | 2.2B | 1.1% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Dec 31, 2025 | 676.9K | 2.1B | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.