Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Mar 31, 2024 | 845.8K | 1.6B | 3.0% |
| EQ Advisors Trust-1290 VT Gamco Small Company Value Port | Mar 31, 2024 | 777K | 1.4B | 2.7% |
| Vanguard Small-Cap Index Fund | Mar 31, 2024 | 686.1K | 1.3B | 2.4% |
| iShares Russell 2000 ETF | May 31, 2024 | 650.0K | 1.2B | 2.3% |
| Avantis U.S. Small Cap Value ETF | May 31, 2024 | 486.1K | 905.7M | 1.7% |
| Vanguard Extended Market Index Fund | Mar 31, 2024 | 422.6K | 787.4M | 1.5% |
| Vanguard Explorer Fund, Inc. | Apr 30, 2024 | 415.6K | 774.5M | 1.5% |
| Vanguard Small-Cap Growth Index Fund | Mar 31, 2024 | 388.5K | 723.9M | 1.4% |
| Smallcap World Fund | Mar 31, 2024 | 359.7K | 670.2M | 1.3% |
| Fidelity Value Fund | May 31, 2024 | 334.7K | 623.6M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.