Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 250.7K | 6.3M | 3.3% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 204.6K | 5.2M | 2.7% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Mar 31, 2026 | 197.5K | 5.0M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 87.4K | 2.2M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 79.6K | 2.0M | 1.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 49.1K | 1.2M | 0.6% |
| WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund | Mar 31, 2026 | 45.6K | 1.1M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 44.2K | 1.1M | 0.6% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Feb 28, 2026 | 40.4K | 1.0M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 37.3K | 939.9K | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.