Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jun 30, 2026 | 9.4M | 184.9M | 3.6% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jul 31, 2026 | 9.1M | 178.1M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 7.9M | 156.1M | 3.0% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | May 31, 2026 | 6.3M | 124.8M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 5.8M | 114.5M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 3.7M | 72.9M | 1.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Apr 30, 2026 | 3.7M | 71.8M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 3.0M | 58.4M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Apr 30, 2026 | 2.4M | 47.1M | 0.9% |
| Hennessy Funds Trust-Hennessy Cornerstone Mid Cap 30 Fund | Jun 30, 2026 | 2.1M | 41.7M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.