Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 471.0K | 11.7M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Jun 30, 2026 | 373.1K | 9.2M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 139.9K | 3.5M | 0.8% |
| Exchange Place Advisors Trust-NORTH SQUARE DYNAMIC SMALL CAP FUND | May 31, 2026 | 137.2K | 3.4M | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jun 30, 2026 | 138.6K | 3.4M | 0.8% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Mar 31, 2026 | 125K | 3.1M | 0.7% |
| Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND | Jun 30, 2026 | 116K | 2.9M | 0.6% |
| Teton Westwood Funds-Keeley Small Cap Fund | Jun 30, 2026 | 75K | 1.9M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Apr 30, 2026 | 70.5K | 1.7M | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jun 30, 2026 | 65.9K | 1.6M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.