Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 675.8K | 4.6M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 574.9K | 3.9M | 1.6% |
| PIMCO Equity Series-PIMCO RAE US Small Fund | Dec 31, 2025 | 229.7K | 1.6M | 0.6% |
| Bridge Builder Trust-Bridge Builder Small/Mid Cap Growth Fund | Dec 31, 2025 | 206.2K | 1.4M | 0.6% |
| Leader Funds Trust-Leader Capital Short Term High Yield Bond Fund | Jan 31, 2026 | 177.8K | 1.2M | 0.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 179.6K | 1.2M | 0.5% |
| SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund | Jan 31, 2026 | 170.3K | 1.2M | 0.5% |
| Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF | Jan 31, 2026 | 147.2K | 1.0M | 0.4% |
| Federated Hermes MDT Series-Federated Hermes MDT Small Cap Growth Fund | Jan 31, 2026 | 123.0K | 837.2K | 0.3% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 87.7K | 597.0K | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.