Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 1.2M | 401.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.2M | 396.1M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 899.6K | 298.9M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 856.4K | 284.6M | 2.3% |
| Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati | Nov 30, 2025 | 855.0K | 284.1M | 2.3% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 750.7K | 249.5M | 2.0% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Nov 30, 2025 | 505.3K | 167.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 483.4K | 160.6M | 1.3% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Dec 31, 2025 | 419.5K | 139.4M | 1.1% |
| Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund | Jan 31, 2026 | 413.5K | 137.4M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.