Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 1.7M | 2.8B | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.6M | 2.6B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.1M | 1.9B | 2.3% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Feb 28, 2026 | 1.0M | 1.8B | 2.1% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 867.5K | 1.5B | 1.8% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Apr 30, 2026 | 722.4K | 1.2B | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 721.6K | 1.2B | 1.5% |
| Advisor Managed Portfolios-Patient Opportunity Trust | Mar 31, 2026 | 575K | 977.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 559.6K | 951.3M | 1.1% |
| Smead Funds Trust-Smead Value Fund | Feb 28, 2026 | 478.0K | 812.6M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.