Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 3.9M | 1.4B | 3.5% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 3.8M | 1.3B | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.6M | 1.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.7M | 953.3M | 2.4% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 2.3M | 835.2M | 2.1% |
| VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund | Jan 31, 2026 | 2.2M | 787.2M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.7M | 615.4M | 1.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 1.5M | 547.8M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.3M | 454.2M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 866.1K | 308.3M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.