Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 316.9K | 20.6M | 2.8% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 246.8K | 16.0M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 239.4K | 15.5M | 2.2% |
| John Hancock Investment Trust II-Regional Bank Fund | Jan 31, 2026 | 116.3K | 7.6M | 1.1% |
| John Hancock Financial Opportunities Fund | Jan 31, 2026 | 104.8K | 6.8M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 100.0K | 6.5M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 92.8K | 6.0M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 74.7K | 4.8M | 0.7% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | Jan 31, 2026 | 70.2K | 4.6M | 0.6% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Nov 30, 2025 | 69.3K | 4.5M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.