Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Columbia Funds Series Trust-Columbia Overseas Value Fund | Nov 30, 2025 | 3.2M | 47.4M | 4.4% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.5M | 21.7M | 2.0% |
| American Century ETF Trust-Avantis International Small Cap Value ETF | Jan 31, 2026 | 1.4M | 21.1M | 2.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 602.2K | 8.9M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 581.7K | 8.6M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 526.4K | 7.8M | 0.7% |
| WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund | Jan 31, 2026 | 397.8K | 5.9M | 0.6% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | Dec 31, 2025 | 355.0K | 5.3M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 337.4K | 5.0M | 0.5% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 301.3K | 4.5M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.