Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.8M | 5.9B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.7M | 5.9B | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.0M | 4.4B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.0M | 4.2B | 2.3% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Dec 31, 2025 | 1.7M | 3.7B | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.1M | 2.4B | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 928.5K | 2.0B | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 826.4K | 1.8B | 1.0% |
| BARON INVESTMENT Fd.S TRT -BARON SMALL CAP Fd. | Dec 31, 2025 | 750K | 1.6B | 0.9% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 719.7K | 1.5B | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.