Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Feb 28, 2026 | 5.5M | 4.1M | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 3.7M | 2.8M | 2.5% |
| PIMCO Equity Series-PIMCO RAE US Small Fund | Mar 31, 2026 | 2.4M | 1.8M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 1.4M | 1.1M | 1.0% |
| SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund | Jan 31, 2026 | 1.1M | 802.1K | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Apr 30, 2026 | 680.0K | 510.0K | 0.5% |
| Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF | Apr 30, 2026 | 674.0K | 505.5K | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 637.6K | 478.2K | 0.4% |
| VANGUARD WORLD FUND-Vanguard Consumer Discretionary Index Fund | Feb 28, 2026 | 474.8K | 356.1K | 0.3% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Apr 30, 2026 | 246.5K | 184.8K | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.