Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.2M | 246.1M | 2.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.2M | 243.8M | 2.7% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 2.0M | 217.7M | 2.4% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 1.9M | 214.0M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.6M | 177.0M | 1.9% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 1.3M | 146.8M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.0M | 114.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 745.5K | 82.0M | 0.9% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Jan 31, 2026 | 713.8K | 78.5M | 0.9% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 629.1K | 69.2M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.