Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF | Jan 31, 2026 | 2.2M | 335.8M | 2.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.6M | 249.1M | 1.5% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 1.5M | 234.0M | 1.4% |
| Vanguard Explorer Fund | Oct 31, 2025 | 1.2M | 182.0M | 1.1% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Nov 30, 2025 | 1.1M | 172.2M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.1M | 161.9M | 1.0% |
| BlackRock Funds-BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO | Nov 30, 2025 | 916.4K | 140.6M | 0.8% |
| T. Rowe Price Equity Funds, Inc.-T. Rowe Price Large-Cap Growth Fund | Dec 31, 2025 | 877.6K | 134.6M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 779.3K | 119.6M | 0.7% |
| Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd. | Dec 31, 2025 | 605.6K | 92.9M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.