Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 808.8K | 23.5M | 2.9% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 744.6K | 21.6M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 624.2K | 18.1M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 270.4K | 7.8M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Dec 31, 2025 | 250.2K | 7.3M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Oct 31, 2025 | 220.2K | 6.4M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | Oct 31, 2025 | 219.1K | 6.4M | 0.8% |
| Meridian Fund Inc-MERIDIAN CONTRARIAN FUND | Dec 31, 2025 | 215K | 6.2M | 0.8% |
| TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund | Oct 31, 2025 | 190.2K | 5.5M | 0.7% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Oct 31, 2025 | 186.3K | 5.4M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.