Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF | Jan 31, 2026 | 4.3M | 291.1M | 3.5% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 3.9M | 264.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.8M | 259.6M | 3.2% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 3.4M | 232.0M | 2.8% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Dec 31, 2025 | 2.9M | 194.2M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.8M | 187.5M | 2.3% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 2.6M | 179.4M | 2.2% |
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | Jan 31, 2026 | 2.1M | 144.1M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.8M | 120.9M | 1.5% |
| -Price (T.Rowe) U.S. Large Cap Core Trust | Sep 30, 2025 | 1.4M | 95.0M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.