Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 11.6M | 502.4M | 4.9% |
| T. Rowe Price Value Fund, Inc. | Dec 31, 2025 | 9.5M | 410.9M | 4.0% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 7.6M | 329.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.4M | 323.7M | 3.2% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 5.6M | 244.1M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 5.4M | 233.6M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 3.5M | 150.6M | 1.5% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 3.0M | 130.2M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.6M | 111.0M | 1.1% |
| ADVISORS' INNER CIRCLE FUND II-KOPERNIK GLOBAL ALL-CAP FUND | Jan 31, 2026 | 2.2M | 93.7M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.