Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Mar 31, 2026 | 2.6M | 103.0M | 4.0% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Apr 30, 2026 | 2.1M | 85.7M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 2.0M | 80.8M | 3.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 1.7M | 69.5M | 2.7% |
| iShares Trust-iShares Select Dividend ETF | Apr 30, 2026 | 1.6M | 64.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 1.5M | 58.6M | 2.3% |
| Fidelity Covington Trust-Fidelity High Dividend ETF | Apr 30, 2026 | 1.4M | 57.0M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 930.9K | 37.3M | 1.4% |
| Fidelity Capital Trust-Fidelity Value Fund | Apr 30, 2026 | 749.0K | 30.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 707.6K | 28.4M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.