Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Securities Fund-Fidelity Dividend Growth Fund | Sep 30, 2025 | 1.2M | 35.0M | 4.9% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Sep 30, 2025 | 790K | 23.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 558.1K | 16.3M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 476.0K | 13.9M | 1.9% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Aug 31, 2025 | 314.6K | 9.2M | 1.3% |
| NORTHERN LIGHTS FUND TRUST II-Invenomic Fund | Jul 31, 2025 | 247.1K | 7.2M | 1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 213.9K | 6.3M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 212.9K | 6.2M | 0.9% |
| Fidelity Advisor Series I-Fidelity Advisor Dividend Growth Fund | Jul 31, 2025 | 205.3K | 6.0M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 193.9K | 5.7M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.