Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 183.4K | 3.5M | 0.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 91.4K | 1.8M | 0.0% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | Dec 31, 2025 | 61.2K | 1.2M | 0.0% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 61.3K | 1.2M | 0.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 24.5K | 470.2K | 0.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 46.4K | 891.0K | 0.0% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 34.9K | 670.5K | 0.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 37.0K | 710.6K | 0.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 31.4K | 602.7K | 0.0% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 22.7K | 436.3K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.