Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Apr 30, 2026 | 2.1M | 131.8M | 3.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Apr 30, 2026 | 1.9M | 120.3M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.8M | 112.3M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.3M | 80.9M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 836.5K | 52.2M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 761.9K | 47.5M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 615.1K | 38.4M | 1.1% |
| NexPoint Funds I-NexPoint Merger Arbitrage Fund | Dec 31, 2025 | 548.4K | 34.2M | 1.0% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 500.7K | 31.2M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 447.9K | 27.9M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.