Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 52.3K | 2.3M | 1.8% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 26.3K | 1.2M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 25.7K | 1.2M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | Jul 31, 2025 | 24.7K | 1.1M | 0.8% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jul 31, 2025 | 15.9K | 712.7K | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 14.7K | 659.1K | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 11.3K | 507.2K | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jul 31, 2025 | 8.1K | 361.8K | 0.3% |
| Dimensional ETF Trust-Dimensional U.S. Small Cap ETF | Jul 31, 2025 | 6.6K | 296.2K | 0.2% |
| First TRT Exch-Trd Fd.-First TRT Dow Jones Select MicroCap Index Fd. | Sep 30, 2025 | 6.5K | 288.8K | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan.