Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Apr 30, 2026 | 3.8M | 349.9M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 3.6M | 332.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 2.6M | 241.8M | 2.3% |
| BLACKROCK EQUITY DIVIDEND FUND | Jan 31, 2026 | 1.9M | 176.4M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 1.7M | 154.0M | 1.5% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Mar 31, 2026 | 1.4M | 133.2M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 1.3M | 115.7M | 1.1% |
| Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund | Apr 30, 2026 | 1.1M | 98.3M | 1.0% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Mar 31, 2026 | 1.1M | 97.2M | 0.9% |
| Templeton Growth Fund, Inc. | Feb 28, 2026 | 996.1K | 92.1M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.