Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 8.3M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.1M | 6.4M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 508.8K | 3.0M | 1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 435.8K | 2.5M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 390.5K | 2.3M | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 233.2K | 1.4M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 224.0K | 1.3M | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 223.9K | 1.3M | 0.4% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 124.1K | 719.9K | 0.2% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jan 31, 2026 | 112.4K | 651.8K | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.