Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 10.0M | 153.8M | 3.8% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 8.6M | 132.4M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.9M | 122.0M | 3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 5.8M | 89.2M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 3.7M | 57.5M | 1.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 3.7M | 56.2M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.9M | 44.6M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 2.4M | 36.9M | 0.9% |
| Invesco Exch-Trd Fd. TRT II-Invesco S&P Ultra Dividend Revenue ETF | Jan 31, 2026 | 2.3M | 34.8M | 0.9% |
| Hennessy Funds Trust-Hennessy Cornerstone Mid Cap 30 Fund | Jan 31, 2026 | 2.3M | 34.7M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.