Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 344.6K | 4.3M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 290.6K | 3.7M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 128.5K | 1.6M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 112.6K | 1.4M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Feb 28, 2026 | 97.9K | 1.2M | 0.7% |
| Northern Funds-SMALL CAP VALUE FUND | Dec 31, 2025 | 80.1K | 1.0M | 0.6% |
| TIAA-CREF Funds-Nuveen Equity Index Fund | Jan 31, 2026 | 67.4K | 849.4K | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 62.1K | 783.0K | 0.5% |
| VANGUARD WELLINGTON FUND-Vanguard U.S. Momentum Factor ETF | Nov 30, 2025 | 53.7K | 676.6K | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 43.3K | 546.5K | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.