Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 1.3M | 143.4M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.3M | 139.3M | 3.2% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 1.0M | 111.9M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 1.0M | 109.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 942.9K | 100.7M | 2.3% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Feb 28, 2026 | 821.3K | 87.7M | 2% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Dec 31, 2025 | 653.4K | 69.8M | 1.6% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 650.6K | 69.5M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 607.9K | 64.9M | 1.5% |
| Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund | Jan 31, 2026 | 488.7K | 52.2M | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.