Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.8M | 12.2M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.3M | 9.1M | 2.2% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Nov 30, 2025 | 987.3K | 6.8M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 652.2K | 4.5M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 536.8K | 3.7M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 476.5K | 3.3M | 0.8% |
| Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund | Jan 31, 2026 | 430.4K | 3.0M | 0.7% |
| iShares Trust-iShares Biotechnology ETF | Jan 31, 2026 | 406.1K | 2.8M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 333.7K | 2.3M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 310.7K | 2.1M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.