Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 765.4K | 14.3M | 4.2% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 531.4K | 9.9M | 2.9% |
| John Hancock Financial Opportunities Fund | Mar 31, 2026 | 455.3K | 8.5M | 2.5% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | Mar 31, 2026 | 303.7K | 5.7M | 1.7% |
| John Hancock Investment Trust II-Regional Bank Fund | Mar 31, 2026 | 295.0K | 5.5M | 1.6% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Mar 31, 2026 | 265.2K | 4.9M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 244.3K | 4.6M | 1.3% |
| RMB Investors Trust-RMB Mendon Financial Services Fund | Dec 31, 2025 | 243.7K | 4.5M | 1.3% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 212.7K | 4.0M | 1.2% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 168.1K | 3.1M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.