Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Jan 31, 2026 | 1.1M | 69.2M | 4.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 698.3K | 44.3M | 3.0% |
| VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund | Jan 31, 2026 | 657.1K | 41.7M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 571.8K | 36.3M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 504.6K | 32.0M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 324.9K | 20.6M | 1.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 311.9K | 19.8M | 1.3% |
| Manning & Napier Fund, Inc.-Callodine Equity Income Series | Dec 31, 2025 | 300K | 19.1M | 1.3% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 282.6K | 17.9M | 1.2% |
| VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund | Nov 30, 2025 | 260.6K | 16.5M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.