Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 691.2K | 17.1M | 3.1% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Mar 31, 2026 | 636.4K | 15.7M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 529.1K | 13.1M | 2.4% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Feb 28, 2026 | 409.2K | 10.1M | 1.8% |
| John Hancock Investment Trust II-Regional Bank Fund | Mar 31, 2026 | 370.8K | 9.2M | 1.7% |
| John Hancock Financial Opportunities Fund | Mar 31, 2026 | 369.6K | 9.1M | 1.7% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | Mar 31, 2026 | 279.9K | 6.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 236.4K | 5.8M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 230.3K | 5.7M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 211.1K | 5.2M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.