Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2025 | 12.2M | 6.0B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2025 | 9.5M | 4.6B | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2025 | 6.7M | 3.3B | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Jun 30, 2025 | 5.2M | 2.6B | 1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Aug 31, 2025 | 2.3M | 1.1B | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | May 31, 2025 | 1.8M | 883.0M | 0.3% |
| iShares Trust-iShares Russell Mid-Cap ETF | Sep 30, 2025 | 1.5M | 731.8M | 0.3% |
| Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund | Aug 31, 2025 | 1.5M | 722.9M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | Jul 31, 2025 | 1.2M | 594.8M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jul 31, 2025 | 1.1M | 535.2M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.