Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 574.4K | 304.3M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 443.1K | 234.7M | 1.9% |
| JANUS INVESTMENT FUND-Janus Henderson Forty Fund | Dec 31, 2025 | 429.4K | 227.5M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 412.3K | 218.4M | 1.8% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jan 31, 2026 | 398.1K | 210.9M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 200.7K | 106.3M | 0.9% |
| JANUS INVESTMENT FUND-Janus Henderson Contrarian Fund | Dec 31, 2025 | 191.7K | 101.6M | 0.8% |
| SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF | Jan 31, 2026 | 181.8K | 96.3M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 180.1K | 95.4M | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 156.7K | 83.0M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.