Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 3.7M | 237.8M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.5M | 224.2M | 2.8% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 2.8M | 180.5M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.5M | 161.4M | 2.0% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 1.9M | 122.1M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.6M | 104.1M | 1.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 1.5M | 96.9M | 1.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Feb 28, 2026 | 1.5M | 94.4M | 1.2% |
| SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti | Feb 28, 2026 | 1.3M | 83.9M | 1.1% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 1.3M | 82.8M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.