Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 757.1K | 18.7M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 679.6K | 16.7M | 1.3% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 647.1K | 15.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 609.7K | 15.0M | 1.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 469.7K | 11.6M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 462.2K | 11.4M | 0.9% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | Jan 31, 2026 | 433.5K | 10.7M | 0.9% |
| HEARTLAND GROUP INC.-HEARTLAND VALUE FUND | Dec 31, 2025 | 400K | 9.9M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 342.0K | 8.4M | 0.7% |
| Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund | Jan 31, 2026 | 332.5K | 8.2M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.