Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 4.2M | 2.3B | 3.3% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 4.1M | 2.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.0M | 2.2B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.9M | 1.6B | 2.3% |
| Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund | Feb 28, 2026 | 2.5M | 1.4B | 2% |
| iShares Trust-iShares Select Dividend ETF | Mar 31, 2026 | 2.5M | 1.4B | 2.0% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 2.5M | 1.4B | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.8M | 1.0B | 1.5% |
| Fidelity Financial Trust-Fidelity Equity Dividend Income Fund | Feb 28, 2026 | 1.4M | 800.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.4M | 759.7M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.