Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.6M | 3.5M | 1.4% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.3M | 1.7M | 0.7% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 1.5M | 1.2M | 0.5% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | Dec 31, 2025 | 1.5M | 1.2M | 0.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.2M | 882.2K | 0.3% |
| RUSSELL INVESTMENT CO-Tax-Managed U.S. Mid & Small Cap Fund | Oct 31, 2025 | 1.0M | 779.6K | 0.3% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Dec 31, 2025 | 942.2K | 716.1K | 0.3% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 873.4K | 663.8K | 0.3% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 785.2K | 596.7K | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Oct 31, 2025 | 612.5K | 465.5K | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.