Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 6.3M | 168.9M | 3.4% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 4.3M | 114.3M | 2.3% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund | Dec 31, 2025 | 2.4M | 63.0M | 1.3% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Feb 28, 2026 | 2.4M | 63.1M | 1.3% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Feb 28, 2026 | 2.3M | 60.9M | 1.2% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 1.6M | 41.4M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 1.5M | 40.5M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.4M | 37.9M | 0.8% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 1.1M | 29.2M | 0.6% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Dec 31, 2025 | 1.1M | 28.7M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.