Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| PIMCO Equity Series-PIMCO RAE US Small Fund | Dec 31, 2025 | 125.1K | 60.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 91.8K | 44.6M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 66.1K | 32.1M | 0.6% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Jan 31, 2026 | 46.8K | 22.8M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jan 31, 2026 | 46.6K | 22.7M | 0.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 42.5K | 20.7M | 0.4% |
| WisdomTree Trust-WisdomTree U.S. MidCap Dividend Fund | Jan 31, 2026 | 39.6K | 19.2M | 0.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 32.5K | 15.8M | 0.3% |
| Delaware Group Equity Funds IV-Nomura Growth and Income Fund | Dec 31, 2025 | 28.1K | 13.7M | 0.2% |
| Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF | Oct 31, 2025 | 27.8K | 13.5M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.