Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 887.7K | 152.1M | 3.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 884.7K | 151.6M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 634.8K | 108.8M | 2.3% |
| Variable Insurance Products Fund III-VIP Mid Cap Portfolio | Feb 28, 2026 | 449.2K | 77.0M | 1.7% |
| SmallCap World Fund Inc | Dec 31, 2025 | 385.6K | 66.1M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 358.7K | 61.5M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 297.8K | 51.0M | 1.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Jan 31, 2026 | 280.3K | 48.0M | 1.0% |
| Fidelity Concord Street Trust-Fidelity Small Cap Stock Fund | Jan 31, 2026 | 279.3K | 47.9M | 1.0% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 217.3K | 37.2M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.