Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.0M | 4.3M | 2.4% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 1.7M | 3.6M | 2.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.6M | 3.5M | 2.0% |
| Vanguard Explorer Fund | Oct 31, 2025 | 1.1M | 2.4M | 1.3% |
| Legg Mason Global Asset Management Trust-ClearBridge Small Cap Fund | Oct 31, 2025 | 909.2K | 2.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 760.9K | 1.6M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Dec 31, 2025 | 653.5K | 1.4M | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 569.1K | 1.2M | 0.7% |
| VANGUARD MONTGOMERY FUNDS-Vanguard Market Neutral Fund | Dec 31, 2025 | 474.7K | 1.0M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jan 31, 2026 | 360.6K | 779.0K | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.