Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 2.8M | 94.1M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.6M | 87.4M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 2.0M | 69.6M | 1.7% |
| SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti | Apr 30, 2026 | 2.0M | 69.4M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.8M | 62.8M | 1.6% |
| Invesco Exch-Trd Fd. TRT II-Invesco S&P Ultra Dividend Revenue ETF | Apr 30, 2026 | 1.6M | 54.6M | 1.4% |
| T. Rowe Price New Horizons Fund, Inc. | Dec 31, 2025 | 1.4M | 48.8M | 1.2% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 1.3M | 43.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.2M | 40.6M | 1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 1.2M | 39.8M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.