Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 3.6M | 246.7M | 3.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 3.6M | 243.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.5M | 235.8M | 3.1% |
| SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF | Mar 31, 2026 | 3.0M | 206.2M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 2.7M | 184.8M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.5M | 171.4M | 2.3% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Feb 28, 2026 | 2.2M | 149.0M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.6M | 110.5M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 1.6M | 107.7M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.2M | 81.3M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.