Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 991.4K | 5.8M | 1.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 863.9K | 5.1M | 1.6% |
| ROYCE FUND-Royce Smaller-Companies Growth Fund | Dec 31, 2025 | 538.7K | 3.2M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 369.9K | 2.2M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 337.9K | 2.0M | 0.6% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 302.8K | 1.8M | 0.6% |
| ROYCE SMALL-CAP TRUST, INC. | Dec 31, 2025 | 239.3K | 1.4M | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 184.8K | 1.1M | 0.3% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 167.9K | 983.2K | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jan 31, 2026 | 137.5K | 805.1K | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.