Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 242.3K | 6.7M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 225.3K | 6.3M | 2.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 204.4K | 5.7M | 2.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 161.5K | 4.5M | 1.7% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Nov 30, 2025 | 114.3K | 3.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 98.3K | 2.7M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 95.4K | 2.7M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 87.7K | 2.4M | 0.9% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 85.1K | 2.4M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jan 31, 2026 | 81.4K | 2.3M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.