Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 819.1K | 1.2M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 665.0K | 980.9K | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 311.7K | 459.7K | 1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 282.9K | 417.3K | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 258.4K | 381.2K | 0.8% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Nov 30, 2025 | 190.3K | 280.6K | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 162.0K | 238.9K | 0.5% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jan 31, 2026 | 142.4K | 210.1K | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 141.0K | 208.0K | 0.5% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Feb 28, 2026 | 138.1K | 203.7K | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.