Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 715.0K | 16.7M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 561.5K | 13.1M | 2.5% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 414.4K | 9.7M | 1.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 251.8K | 5.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 237.5K | 5.6M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 211.2K | 4.9M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 161.1K | 3.8M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 140.3K | 3.3M | 0.6% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jan 31, 2026 | 134.9K | 3.2M | 0.6% |
| Advisors Series Trust-Huber Small Cap Value Fund | Jan 31, 2026 | 134.8K | 3.2M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.