Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 807.0K | 2.7M | 1.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 602.9K | 2.0M | 1.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 551.4K | 1.9M | 1.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 518.1K | 1.8M | 1.2% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | Dec 31, 2025 | 301.0K | 1.0M | 0.7% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 296.0K | 1.0M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 270.3K | 919.0K | 0.6% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 254.4K | 865.1K | 0.6% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 216.1K | 734.8K | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 185.3K | 629.9K | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.