Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 4.3M | 52.5M | 2.5% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 3.8M | 46.2M | 2.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 2.0M | 24.4M | 1.2% |
| PUTNAM FOCUSED INTERNATIONAL EQUITY FUND | Jan 31, 2026 | 2.0M | 24.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.6M | 19.4M | 0.9% |
| AQR Funds-AQR Long-Short Equity Fund | Dec 31, 2025 | 1.2M | 14.0M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 1.2M | 14.0M | 0.7% |
| VANGUARD TAX-Mnged Fd.S-Vanguard Tax-Mnged Capital Appreciation Fd. | Dec 31, 2025 | 1.1M | 13.3M | 0.6% |
| iShares Trust-iShares U.S. Telecommunications ETF | Jan 31, 2026 | 1.1M | 13.2M | 0.6% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jan 31, 2026 | 957.2K | 11.6M | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.