Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.2M | 16.9M | 1.7% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Mar 31, 2026 | 1.1M | 14.6M | 1.5% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 1.0M | 14.3M | 1.5% |
| VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund | Nov 30, 2025 | 520.3K | 7.2M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 466.2K | 6.4M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 462.0K | 6.4M | 0.6% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 410.8K | 5.7M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 392.1K | 5.4M | 0.6% |
| iShares Trust-iShares Russell 2000 Value ETF | Feb 28, 2026 | 372.5K | 5.2M | 0.5% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jan 31, 2026 | 330.1K | 4.6M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.