Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.3M | 65.8M | 3.0% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 5.0M | 62.9M | 2.9% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Apr 30, 2026 | 4.6M | 57.4M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.8M | 46.8M | 2.1% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 3.5M | 43.8M | 2.0% |
| AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd. | Jan 31, 2026 | 2.5M | 31.0M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.4M | 30.1M | 1.4% |
| VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund | Jan 31, 2026 | 2.2M | 27.0M | 1.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 2.1M | 26.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.8M | 22.0M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.