Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 15.4M | 191.0M | 4.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 15.0M | 186.3M | 4.5% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 11.7M | 145.8M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 10.8M | 133.9M | 3.2% |
| iShares Trust-iShares Select Dividend ETF | Jan 31, 2026 | 10.2M | 127.0M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 6.9M | 86.3M | 2.1% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | Jan 31, 2026 | 6.8M | 84.8M | 2.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 6.8M | 84.1M | 2.0% |
| Delaware Group Equity Funds V-Nomura Small Cap Value Fund | Nov 30, 2025 | 6.0M | 74.4M | 1.8% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 5.7M | 71.2M | 1.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.