Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 1.7M | 567.5M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.6M | 549.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.2M | 398.6M | 2.3% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Feb 28, 2026 | 808.1K | 271.5M | 1.6% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jan 31, 2026 | 778.6K | 261.6M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 765.0K | 257.0M | 1.5% |
| SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF | Feb 28, 2026 | 641.7K | 215.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 563.2K | 189.2M | 1.1% |
| AMG Funds-AMG Yacktman Fund | Dec 31, 2025 | 500K | 168.0M | 1.0% |
| Franklin Mutual Series Funds-FRANKLIN MUTUAL SHARES FUND | Dec 31, 2025 | 482.3K | 162.0M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.