Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 2.7M | 10.9M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.6M | 10.7M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.1M | 8.6M | 2.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 1.2M | 4.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 917.5K | 3.7M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 860.9K | 3.5M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 738.6K | 3.0M | 0.8% |
| SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund | Jan 31, 2026 | 705.7K | 2.9M | 0.8% |
| Dimensional ETF Trust-Dimensional US Small Cap Value ETF | Jan 31, 2026 | 552.1K | 2.2M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 535.6K | 2.2M | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.