Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Mar 31, 2026 | 3.8M | 165.6M | 3.8% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Apr 30, 2026 | 3.3M | 145.3M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 3.1M | 137.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 2.3M | 99.2M | 2.3% |
| iShares Trust-iShares Select Dividend ETF | Apr 30, 2026 | 2.0M | 88.4M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 1.4M | 63.2M | 1.5% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Mar 31, 2026 | 1.1M | 48.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 1.1M | 48.0M | 1.1% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Apr 30, 2026 | 973.3K | 42.4M | 1.0% |
| Fidelity Financial Trust-Fidelity Equity Dividend Income Fund | Apr 30, 2026 | 769.8K | 33.6M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.