Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 5.2M | 251.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.9M | 235.7M | 3% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 4.5M | 215.9M | 2.8% |
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | Jan 31, 2026 | 3.6M | 176.6M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.5M | 169.4M | 2.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Oct 31, 2025 | 2.6M | 127.2M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.3M | 109.2M | 1.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 2.1M | 100.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.7M | 84.7M | 1.1% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Jan 31, 2026 | 1.7M | 81.7M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.