Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 454.5K | 8.4M | 3.0% |
| Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF | Jan 31, 2026 | 415.6K | 7.6M | 2.8% |
| HEARTLAND GROUP INC.-HEARTLAND VALUE FUND | Dec 31, 2025 | 321.9K | 5.9M | 2.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 291.6K | 5.4M | 1.9% |
| Keeley Funds, Inc.-Keeley Gabelli Small Cap Dividend Fund | Dec 31, 2025 | 179.7K | 3.3M | 1.2% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 134.6K | 2.5M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 130.5K | 2.4M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 115.4K | 2.1M | 0.8% |
| MUTUAL FUND SERIES TRUST-AlphaCentric Real Income Fund | Dec 31, 2025 | 112.7K | 2.1M | 0.8% |
| RBB Fund, Inc.-Adara Smaller Companies Fund | Feb 28, 2026 | 104.0K | 1.9M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.