Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 2.0M | 122.4M | 3.6% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 1.8M | 109.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.8M | 108.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.3M | 77.8M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 836.5K | 50.2M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 761.9K | 45.7M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 615.1K | 36.9M | 1.1% |
| First TRT Exch-Trd AlphaDEX Fd.-First TRT Financials AlphaDEX Fd. | Jan 31, 2026 | 552.4K | 33.1M | 1.0% |
| NexPoint Funds I-NexPoint Merger Arbitrage Fund | Dec 31, 2025 | 548.4K | 32.9M | 1.0% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 500.7K | 30.0M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.