Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.6M | 189.5M | 2.1% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 7.2M | 179.7M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 5.5M | 135.9M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 3.5M | 87.7M | 1.0% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jan 31, 2026 | 3.2M | 78.4M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 2.9M | 70.9M | 0.8% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jan 31, 2026 | 2.5M | 61.4M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.4M | 60.5M | 0.7% |
| Columbia Funds Series Trust I-Columbia Cornerstone Growth Fund | Jan 31, 2026 | 1.8M | 43.6M | 0.5% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Feb 28, 2026 | 1.6M | 40.8M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.