Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Aug 31, 2026 | 10.6M | 240.2M | 4.0% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Aug 31, 2026 | 9.2M | 210.0M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 7.5M | 171.4M | 2.9% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | May 31, 2026 | 6.3M | 144.3M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 5.4M | 123.9M | 2.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2026 | 3.7M | 83.0M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Jun 30, 2026 | 3.4M | 78.4M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 3.0M | 68.7M | 1.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Apr 30, 2026 | 2.4M | 54.5M | 0.9% |
| Hennessy Funds Trust-Hennessy Cornerstone Mid Cap 30 Fund | Sep 30, 2026 | 2.1M | 46.8M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.