Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Feb 28, 2026 | 353.0K | 15.1M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 273.9K | 11.7M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 214.0K | 9.1M | 2.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 173.7K | 7.4M | 1.6% |
| SWISS HELVETIA FUND, INC.-Total Return Securities Fund | Dec 31, 2025 | 170K | 7.3M | 1.6% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Dec 31, 2025 | 145.5K | 6.2M | 1.4% |
| VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund | Nov 30, 2025 | 114.5K | 4.9M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 106.0K | 4.5M | 1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 105.1K | 4.5M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 89.1K | 3.8M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.