Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 1.4M | 32.4M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 750.5K | 17.4M | 1.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 644.2K | 15.0M | 1.5% |
| World Funds Trust-Applied Finance Explorer Fund | Oct 31, 2025 | 451.2K | 10.5M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 410.4K | 9.5M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 307.2K | 7.1M | 0.7% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 282.4K | 6.6M | 0.6% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 268.9K | 6.2M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 262.6K | 6.1M | 0.6% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jan 31, 2026 | 247.1K | 5.7M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.