Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 1.5M | 4.0M | 1.9% |
| iShares Trust-iShares Russell 2000 ETF | Apr 30, 2026 | 1.3M | 3.5M | 1.6% |
| VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund | Feb 28, 2026 | 643.3K | 1.7M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 631.7K | 1.7M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 513.3K | 1.4M | 0.6% |
| iShares Trust-iShares Russell 2000 Growth ETF | Apr 30, 2026 | 439.4K | 1.2M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Apr 30, 2026 | 322.9K | 878.4K | 0.4% |
| TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund | Jan 31, 2026 | 301.2K | 819.3K | 0.4% |
| Bernstein Fund Inc-Small Cap Core Portfolio | Mar 31, 2026 | 290.4K | 789.9K | 0.4% |
| Victory Portfolios III-Victory Small Cap Stock Fund | Jan 31, 2026 | 278.3K | 756.9K | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.