Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jun 30, 2026 | 1.7M | 144.3M | 3.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jun 30, 2026 | 1.5M | 132.5M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 1.5M | 126.8M | 3.3% |
| iShares Trust-iShares Russell 2000 ETF | Jun 30, 2026 | 1.2M | 100.4M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 1.1M | 92.0M | 2.4% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Jun 30, 2026 | 749.0K | 65.2M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 673.3K | 58.6M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 511.5K | 44.5M | 1.2% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Mar 31, 2026 | 508.2K | 44.2M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | May 31, 2026 | 452.1K | 39.3M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.