Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 8.3M | 597.5M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 8.2M | 588.5M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 5.9M | 423.5M | 2.2% |
| SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF | Jan 31, 2026 | 4.1M | 293.4M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 3.8M | 273.0M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.8M | 201.1M | 1.1% |
| Fidelity Puritan Trust-Fidelity Puritan Fund | Feb 28, 2026 | 2.5M | 183.0M | 1.0% |
| Fidelity Securities Fund-Fidelity OTC Portfolio | Feb 28, 2026 | 2.4M | 169.6M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 2.2M | 159.3M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 2.0M | 141.3M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.