Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 3.1M | 504.4M | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.6M | 263.6M | 3.1% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 1.3M | 217.5M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.3M | 211.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.2M | 190.1M | 2.2% |
| SmallCap World Fund Inc | Dec 31, 2025 | 1.0M | 167.5M | 2.0% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 1.0M | 164.6M | 1.9% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Select Fund | Dec 31, 2025 | 867K | 141.3M | 1.7% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 794.5K | 129.5M | 1.5% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 753K | 122.7M | 1.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.