Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.6M | 8.9M | 4.9% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 704.4K | 3.9M | 2.1% |
| World Funds Trust-Philotimo Focused Growth & Income Fund | Mar 31, 2026 | 700K | 3.9M | 2.1% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF | Apr 30, 2026 | 470.8K | 2.6M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 293.7K | 1.6M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 283.4K | 1.6M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 239.2K | 1.3M | 0.7% |
| Target Portfolio Trust-PGIM Quant Solutions Small-Cap Value Fund | Jan 31, 2026 | 198.4K | 1.1M | 0.6% |
| WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund | Apr 30, 2026 | 178.0K | 979.1K | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Mar 31, 2026 | 148.7K | 818.1K | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.