Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Apr 30, 2026 | 4.3M | 92.5M | 4.1% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 3.9M | 84.9M | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.6M | 77.9M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.7M | 57.8M | 2.5% |
| VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund | Jan 31, 2026 | 2.2M | 47.7M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.7M | 37.3M | 1.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 1.5M | 33.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.3M | 27.5M | 1.2% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Feb 28, 2026 | 1.1M | 23.3M | 1.0% |
| WisdomTree Trust-WisdomTree U.S. Value Fund | Mar 31, 2026 | 964.3K | 20.8M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.