Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.9M | 4.9B | 1.6% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 3.8M | 4.8B | 1.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 3.1M | 3.9B | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.8M | 3.6B | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 1.9M | 2.4B | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.8M | 2.3B | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 1.8M | 2.3B | 0.7% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jan 31, 2026 | 1.5M | 1.9B | 0.6% |
| HARBOR FUNDS-Harbor Small Cap Value Fund | Jan 31, 2026 | 1.3M | 1.6B | 0.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.2M | 1.6B | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.