Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Dec 31, 2025 | 1.1M | 287.5M | 3.9% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 900.7K | 246.3M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 833.4K | 227.9M | 3.1% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 733.9K | 200.7M | 2.8% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 654.2K | 178.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 606.2K | 165.8M | 2.3% |
| Ariel Investment Trust-Ariel Fund | Dec 31, 2025 | 407.3K | 111.4M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 391.0K | 106.9M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 302.8K | 82.8M | 1.1% |
| PIMCO Equity Series-PIMCO RAE US Small Fund | Dec 31, 2025 | 231.3K | 63.3M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.