Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 211.3K | 3.5M | 1.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 170.2K | 2.8M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 78.2K | 1.3M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jan 31, 2026 | 74.2K | 1.2M | 0.4% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 66.5K | 1.1M | 0.3% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 54.1K | 886.2K | 0.3% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 40.3K | 659.9K | 0.2% |
| Dimensional ETF Trust-Dimensional U.S. Small Cap ETF | Jan 31, 2026 | 32.8K | 537.4K | 0.2% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 33.3K | 545.6K | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | Jan 31, 2026 | 27.7K | 453.2K | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.