Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 162.1K | 6.5M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Apr 30, 2026 | 128.6K | 5.1M | 1.7% |
| RBB Fund, Inc.-Adara Smaller Companies Fund | Apr 30, 2026 | 111.5K | 4.5M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 66.1K | 2.6M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | Jan 31, 2026 | 54.0K | 2.2M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 52.4K | 2.1M | 0.7% |
| iShares Trust-iShares Russell 2000 Value ETF | Apr 30, 2026 | 47.6K | 1.9M | 0.6% |
| WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund | Apr 30, 2026 | 38.9K | 1.6M | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 35.6K | 1.4M | 0.5% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jan 31, 2026 | 34.8K | 1.4M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.