Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 11.1M | 63.7M | 3.9% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 9.2M | 52.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 8.6M | 49.0M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 6.5M | 37.4M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 6.2M | 35.2M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 4.0M | 22.7M | 1.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 3.5M | 19.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 3.1M | 17.7M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 2.7M | 15.3M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 2.3M | 13.4M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.