Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 127.4K | 6.8M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 89.6K | 4.8M | 1.9% |
| John Hancock Investment Trust II-Regional Bank Fund | Jan 31, 2026 | 70.9K | 3.8M | 1.5% |
| John Hancock Financial Opportunities Fund | Jan 31, 2026 | 70.8K | 3.8M | 1.5% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Nov 30, 2025 | 63.7K | 3.4M | 1.3% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 40.8K | 2.2M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 36.1K | 1.9M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 34.2K | 1.8M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 29.8K | 1.6M | 0.6% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | Dec 31, 2025 | 26.0K | 1.4M | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.