Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 807.6K | 978.8K | 2.1% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 415K | 503.0K | 1.1% |
| Fidelity Puritan Trust-Fidelity Series Intrinsic Opportunities Fund | Jan 31, 2026 | 240.7K | 291.7K | 0.6% |
| American Century ETF Trust-Avantis International Small Cap Value ETF | Jan 31, 2026 | 233.7K | 283.3K | 0.6% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund | Jan 31, 2026 | 133.9K | 162.3K | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 101.7K | 123.3K | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jan 31, 2026 | 62.0K | 75.1K | 0.2% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 45.7K | 55.4K | 0.1% |
| iShares Trust-iShares International Small-Cap Equity Factor ETF | Jan 31, 2026 | 48.1K | 58.4K | 0.1% |
| Dimensional ETF Trust-Dimensional International Small Cap Value ETF | Jan 31, 2026 | 30.1K | 36.4K | 0.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.