Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.7M | 37.5M | 2.8% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 1.6M | 34.6M | 2.5% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 1.4M | 31.5M | 2.3% |
| VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund | Jan 31, 2026 | 1.3M | 28.4M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.2M | 26.6M | 2.0% |
| Fidelity Capital Trust-Fidelity Value Fund | Feb 28, 2026 | 936.1K | 20.8M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 774.3K | 17.2M | 1.3% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 739.3K | 16.4M | 1.2% |
| First TRT Exch-Trd AlphaDEX Fd.-First TRT Technology AlphaDEX Fd. | Jan 31, 2026 | 558.1K | 12.4M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 539.8K | 12.0M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.