Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Nov 30, 2025 | 1.6M | 292.6M | 3.1% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 1.5M | 260.8M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 256.3M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.0M | 184.5M | 1.9% |
| BlackRock Funds-BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO | Nov 30, 2025 | 1.0M | 179.0M | 1.9% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | Dec 31, 2025 | 667.1K | 118.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 585.0K | 104.1M | 1.1% |
| SmallCap World Fund Inc | Dec 31, 2025 | 565.5K | 100.7M | 1.1% |
| Fidelity Select PORT.s-Select Medical Technology and Devices PORT. | Feb 28, 2026 | 560K | 99.7M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 492.3K | 87.6M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.