Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.1M | 1.0M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.4M | 806.1K | 2.0% |
| HEARTLAND GROUP INC.-HEARTLAND VALUE FUND | Dec 31, 2025 | 1.5M | 507.7K | 1.3% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Intrinsic Value Fund | Feb 28, 2026 | 1.4M | 469.8K | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.2M | 399.0K | 1.0% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF | Feb 28, 2026 | 1.0M | 340.9K | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 986.2K | 329.4K | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 858.9K | 286.9K | 0.7% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 496.1K | 165.7K | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 474.9K | 158.6K | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.