Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 1.5M | 116.2M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.3M | 104.0M | 2.4% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 1.3M | 103.5M | 2.3% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 1.3M | 99.6M | 2.3% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 1.2M | 97.8M | 2.2% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Jan 31, 2026 | 1.1M | 86.1M | 2.0% |
| iShares Trust-iShares Select Dividend ETF | Jan 31, 2026 | 963.5K | 76.4M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 949.2K | 75.3M | 1.7% |
| American Century Capital Portfolios, Inc.-Mid Cap Value Fund | Jan 31, 2026 | 935.1K | 74.2M | 1.7% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 841.8K | 66.8M | 1.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.