Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 17.3M | 142.7M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 12.4M | 102.5M | 1.4% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 11.6M | 95.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 8.0M | 66.1M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 6.0M | 49.6M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 4.7M | 38.9M | 0.5% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 4.1M | 33.9M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jan 31, 2026 | 2.9M | 24.0M | 0.3% |
| ARK ETF Trust-ARK Autonomous Technology & Robotics ETF | Feb 28, 2026 | 2.7M | 22.1M | 0.3% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 2.3M | 18.7M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.