Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 1.0M | 175.3M | 3.1% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Apr 30, 2026 | 879.3K | 147.1M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 760.4K | 127.2M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 484.2K | 81.0M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 290.5K | 48.6M | 0.9% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Mar 31, 2026 | 260K | 43.5M | 0.8% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jan 31, 2026 | 200.7K | 33.6M | 0.6% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Apr 30, 2026 | 197.0K | 33.0M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 190.1K | 31.8M | 0.6% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Apr 30, 2026 | 184.1K | 30.8M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.