Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 376.7K | 56.3M | 1.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 315.8K | 47.2M | 1.5% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Jan 31, 2026 | 308.7K | 46.2M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 142.7K | 21.3M | 0.7% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | Jan 31, 2026 | 138.0K | 20.6M | 0.6% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 128.4K | 19.2M | 0.6% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Jan 31, 2026 | 105K | 15.7M | 0.5% |
| John Hancock Investment Trust II-Regional Bank Fund | Jan 31, 2026 | 103.8K | 15.5M | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 104.0K | 15.6M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 103.2K | 15.4M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.