Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.9M | 2.3B | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 3.1M | 1.8B | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.8M | 1.7B | 2.0% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 2.4M | 1.4B | 1.7% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Jan 31, 2026 | 2.0M | 1.2B | 1.4% |
| Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund | Jan 31, 2026 | 1.7M | 1.0B | 1.2% |
| Fidelity Concord Street Trust-Fidelity Series Small Cap Discovery Fund | Jan 31, 2026 | 1.6M | 927.8M | 1.1% |
| Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund | Jan 31, 2026 | 1.5M | 873.9M | 1.0% |
| Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund | Jan 31, 2026 | 1.5M | 870.1M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.4M | 845.9M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.