Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jul 31, 2026 | 3.8M | 4.1B | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 3.5M | 3.8B | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Jun 30, 2026 | 2.9M | 3.1B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 2.6M | 2.8B | 2.3% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Apr 30, 2026 | 2.6M | 2.8B | 2.3% |
| SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF | Jun 30, 2026 | 2.5M | 2.7B | 2.3% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jun 30, 2026 | 2.0M | 2.2B | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 1.6M | 1.8B | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Apr 30, 2026 | 1.6M | 1.7B | 1.4% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Apr 30, 2026 | 1.3M | 1.4B | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.