Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 4.9M | 10.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.8M | 10.1B | 3.1% |
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 3.9M | 8.2B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.4M | 7.3B | 2.3% |
| iShares Trust-iShares Semiconductor ETF | Jan 31, 2026 | 2.7M | 5.8B | 1.8% |
| AMCAP FUND | Dec 31, 2025 | 2.5M | 5.4B | 1.7% |
| T. Rowe Price Equity Funds, Inc.-T. Rowe Price Large-Cap Growth Fund | Dec 31, 2025 | 2.5M | 5.2B | 1.6% |
| Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap | Dec 31, 2025 | 2.1M | 4.4B | 1.4% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 2.0M | 4.3B | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.9M | 4.1B | 1.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.