Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Feb 28, 2026 | 4.9M | 7.0M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.7M | 6.8M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 3.9M | 5.6M | 1.9% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund | Mar 31, 2026 | 3.6M | 5.1M | 1.7% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Mar 31, 2026 | 2.9M | 4.2M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.7M | 2.4M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 1.6M | 2.3M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 1.4M | 2.0M | 0.7% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 1.2M | 1.7M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 972.6K | 1.4M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.