Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund | Feb 28, 2026 | 6.4M | 115.5M | 4.0% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 4.2M | 75.4M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 3.2M | 57.4M | 2.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 2.6M | 47.1M | 1.6% |
| Fidelity Financial Trust-Fidelity Convertible Securities Fund | Feb 28, 2026 | 2.0M | 36.8M | 1.3% |
| Fidelity Securities Fund-Fidelity Dividend Growth Fund | Feb 28, 2026 | 1.6M | 28.8M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 1.3M | 23.8M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 1.3M | 23.4M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 1.1M | 20.7M | 0.7% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jan 31, 2026 | 1.1M | 20.4M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.