Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 26.3M | 8.2B | 7.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Apr 30, 2026 | 12.2M | 3.8B | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 11.4M | 3.6B | 3.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 10.8M | 3.4B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 8.3M | 2.6B | 2.3% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | May 31, 2026 | 7.9M | 2.5B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 5.3M | 1.7B | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 4.8M | 1.5B | 1.3% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Apr 30, 2026 | 4.7M | 1.5B | 1.3% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jan 31, 2026 | 4.4M | 1.4B | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.