Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 9.0M | 71.8M | 4.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 7.0M | 55.6M | 3.3% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 6.5M | 51.7M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.1M | 48.1M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 4.6M | 36.2M | 2.2% |
| Invesco Exch-Trd Fd. TRT-Invesco High Yield Eqy. Dividend Achievers ET | Apr 30, 2026 | 4.1M | 32.9M | 2.0% |
| ProShares Trust-ProShares S&P MidCap 400 Dividend Aristocrats ETF | Apr 30, 2026 | 3.0M | 24.0M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.9M | 23.3M | 1.4% |
| -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF | Jan 31, 2026 | 2.7M | 21.4M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.3M | 18.1M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.