Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 6.6M | 823.7M | 4.8% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 4.5M | 568.5M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.3M | 541.3M | 3.2% |
| T. Rowe Price New Horizons Fund, Inc. | Dec 31, 2025 | 3.4M | 431.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.1M | 389.1M | 2.3% |
| SmallCap World Fund Inc | Mar 31, 2026 | 2.9M | 358.5M | 2.1% |
| T. Rowe Price Equity Funds, Inc.-T. Rowe Price Large-Cap Growth Fund | Dec 31, 2025 | 2.4M | 297.2M | 1.7% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 2.3M | 288.9M | 1.7% |
| -Price (T.Rowe) U.S. Mid-Cap Growth Equity Trust | Dec 31, 2025 | 2.2M | 276.4M | 1.6% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | Dec 31, 2025 | 1.9M | 242.4M | 1.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.