Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 2.0M | 75.5B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.8M | 68.1B | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 1.5M | 55.5B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.3M | 49.2B | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 739.9K | 27.7B | 1.2% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF | Apr 30, 2026 | 660.7K | 24.8B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 655.3K | 24.6B | 1.1% |
| iShares Trust-iShares Global Clean Energy ETF | Mar 31, 2026 | 610.4K | 22.9B | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 597.5K | 22.4B | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 523.9K | 19.6B | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.