Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 5.3M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 949.5K | 3.6M | 2.0% |
| Unified Series Trust-Crawford Small Cap Dividend Fund | Jan 31, 2026 | 654.7K | 2.5M | 1.4% |
| FundVantage Trust-Private Capital Management Value Fund | Jan 31, 2026 | 369.8K | 1.4M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 366.1K | 1.4M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 346.1K | 1.3M | 0.7% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jan 31, 2026 | 285.8K | 1.1M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 277.1K | 1.1M | 0.6% |
| WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund | Jan 31, 2026 | 243.2K | 933.8K | 0.5% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 206.5K | 792.8K | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.