Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Mar 31, 2026 | 604.3K | 56.5M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 578.0K | 54.0M | 3.0% |
| Thrivent Mutual Funds-Thrivent Small Cap Stock Fund | Jan 31, 2026 | 530.7K | 49.6M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 443.4K | 41.4M | 2.3% |
| Vanguard Explorer Fund | Jan 31, 2026 | 356.2K | 33.3M | 1.8% |
| Lord Abbett Bond Debenture Fund Inc | Dec 31, 2025 | 249.7K | 23.3M | 1.3% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | Feb 28, 2026 | 223.1K | 20.8M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 206.2K | 19.3M | 1.1% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Mar 31, 2026 | 205K | 19.2M | 1.1% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 184.7K | 17.3M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.