Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.9M | 181.1M | 1.6% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 3.6M | 169.3M | 1.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 3.0M | 140.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.8M | 130.4M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 1.9M | 87.8M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.8M | 84.1M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 1.8M | 82.9M | 0.7% |
| BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF | Jan 31, 2026 | 1.7M | 77.3M | 0.7% |
| First TRT Exch-Trd Fd. VI-First TRT Nasdaq Semiconductor ETF | Jan 31, 2026 | 1.5M | 71.2M | 0.6% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jan 31, 2026 | 1.5M | 69.0M | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.