Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.6M | 5.1M | 2.0% |
| SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E | Jan 31, 2026 | 3.1M | 4.5M | 1.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 2.9M | 4.2M | 1.6% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.9M | 4.2M | 1.6% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | Oct 31, 2025 | 1.6M | 2.2M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Oct 31, 2025 | 1.6M | 2.2M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.3M | 1.8M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Oct 31, 2025 | 1.2M | 1.7M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Dec 31, 2025 | 1.2M | 1.7M | 0.7% |
| iShares Trust-iShares U.S. Small-Cap Equity Factor ETF | Jan 31, 2026 | 1.1M | 1.6M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.