Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 14.8M | 114.4M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 10.6M | 82.2M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Mar 31, 2026 | 5.9M | 46.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 5.2M | 40.4M | 0.9% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Mar 31, 2026 | 2.4M | 18.9M | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 2.3M | 17.6M | 0.4% |
| iShares Trust-iShares Russell Mid-Cap ETF | Apr 30, 2026 | 1.8M | 13.9M | 0.3% |
| Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund | Mar 31, 2026 | 1.7M | 12.8M | 0.3% |
| iShares Trust-iShares Russell 1000 Value ETF | Apr 30, 2026 | 1.0M | 7.8M | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Mar 31, 2026 | 872.0K | 6.8M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.