Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.0M | 5.4M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 1.6M | 4.2M | 2.3% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Feb 28, 2026 | 849.0K | 2.3M | 1.2% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Dec 31, 2025 | 771.1K | 2.1M | 1.1% |
| Vanguard Explorer Fund | Jan 31, 2026 | 692.1K | 1.9M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 648.9K | 1.7M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 609.5K | 1.6M | 0.9% |
| iShares Trust-iShares Russell 2000 Growth ETF | Mar 31, 2026 | 520.0K | 1.4M | 0.8% |
| Meridian Fund Inc-MERIDIAN GROWTH FUND | Dec 31, 2025 | 356.3K | 958.4K | 0.5% |
| VANGUARD VARIABLE INSURANCE FUNDS-Small Company Growth Portfolio | Dec 31, 2025 | 348.6K | 937.6K | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.