Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.3M | 25.9M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 882.8K | 17.7M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 418.0K | 8.4M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 353.2K | 7.1M | 0.9% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Feb 28, 2026 | 316.8K | 6.3M | 0.8% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | Feb 28, 2026 | 308.9K | 6.2M | 0.8% |
| RMB Investors Trust-RMB Mendon Financial Services Fund | Dec 31, 2025 | 300K | 6M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 255.9K | 5.1M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 203.8K | 4.1M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 188.7K | 3.8M | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.