Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.9M | 82.7M | 3.0% |
| Advisor Managed Portfolios-Patient Opportunity Trust | Dec 31, 2025 | 1.6M | 71.3M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.5M | 66.9M | 2.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 1.0M | 46.1M | 1.7% |
| GOEHRING & ROZENCWAJG INVESTMENT Fd.S-Goehring & Rozencwajg Resources | Nov 30, 2025 | 951.6K | 42.4M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 749.9K | 33.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 671.9K | 29.9M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 608.3K | 27.1M | 1.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 459.4K | 20.5M | 0.7% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jan 31, 2026 | 390.6K | 17.4M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.