Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 2.2M | 57.2M | 5.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.1M | 28.2M | 2.8% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 1.0M | 27.0M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 857.5K | 22.7M | 2.3% |
| Invesco Exch-Trd Fd. TRT-Invesco High Yield Eqy. Dividend Achievers ET | Jan 31, 2026 | 769.4K | 20.4M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 771.2K | 20.4M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 496.5K | 13.2M | 1.3% |
| Managed Portfolio Series-Reinhart Genesis PMV Fund | Dec 31, 2025 | 494.8K | 13.1M | 1.3% |
| ROYCE FUND-Royce Small-Cap Total Return Fund | Dec 31, 2025 | 419.0K | 11.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 384.3K | 10.2M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.