Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 1.6M | 10.1M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.5M | 9.2M | 3.1% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 1.4M | 9.0M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.2M | 7.4M | 2.4% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund | Dec 31, 2025 | 596.0K | 3.8M | 1.2% |
| VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund | Nov 30, 2025 | 562.7K | 3.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 527.8K | 3.3M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 474.9K | 3.0M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 411.8K | 2.6M | 0.9% |
| SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund | Jan 31, 2026 | 364.6K | 2.3M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.