Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.0M | 25.1M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 3.8M | 19.5M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.8M | 9.1M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 1.5M | 7.5M | 0.9% |
| iShares Trust-iShares Russell 2000 Growth ETF | Mar 31, 2026 | 1.3M | 6.6M | 0.8% |
| TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund | Jan 31, 2026 | 1.2M | 6.2M | 0.7% |
| SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF | Mar 31, 2026 | 975.6K | 5.0M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 862.2K | 4.4M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 799.9K | 4.1M | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Feb 28, 2026 | 760.8K | 3.9M | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.