Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.0M | 126.1M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.0M | 122.8M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.4M | 88.3M | 2.0% |
| SmallCap World Fund Inc | Dec 31, 2025 | 1.2M | 72.3M | 1.7% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 1.1M | 68.6M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 917.1K | 57.0M | 1.3% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 795.1K | 49.4M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 683.1K | 42.4M | 1.0% |
| BARON SELECT FUNDS-Baron Real Estate Fund | Dec 31, 2025 | 667.7K | 41.5M | 1.0% |
| FMI Funds Inc-Common Stock Fund | Dec 31, 2025 | 550K | 34.2M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.