Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.9M | 93.1M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.8M | 92.5M | 2.9% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 2.1M | 68.9M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.0M | 66.6M | 2.1% |
| Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati | Nov 30, 2025 | 1.5M | 50.2M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.2M | 37.7M | 1.2% |
| T. Rowe Price New Horizons Fund, Inc. | Dec 31, 2025 | 1.1M | 37.0M | 1.2% |
| Parnassus Funds-Parnassus Mid Cap Fund | Dec 31, 2025 | 891.3K | 29.1M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 876.6K | 28.6M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 840.1K | 27.4M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.