Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 2.8M | 284.3M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.6M | 268.6M | 3.2% |
| Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap | Dec 31, 2025 | 1.9M | 197.7M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.9M | 192.7M | 2.3% |
| Fidelity Securities Fund-Fidelity Dividend Growth Fund | Feb 28, 2026 | 1.7M | 168.8M | 2.0% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 1.3M | 135.6M | 1.6% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 1.2M | 125.5M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.2M | 124.2M | 1.5% |
| Fidelity Capital Trust-Fidelity Capital Appreciation Fund | Feb 28, 2026 | 1.1M | 109.0M | 1.3% |
| Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund | Feb 28, 2026 | 1.0M | 103.6M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.