Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jan 31, 2025 | 47.1M | 208.5M | 4.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2024 | 28.7M | 127.2M | 2.8% |
| iShares Russell 2000 ETF | Dec 31, 2024 | 27.3M | 120.8M | 2.7% |
| Vanguard Small-Cap Index Fund | Dec 31, 2024 | 23.3M | 103.1M | 2.3% |
| First Tr Exchange Traded Fd II-First Tr Cloud Computing ETF | Jan 31, 2025 | 16.5M | 73.0M | 1.6% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2024 | 15.4M | 68.4M | 1.5% |
| Vanguard Extended Market Index Fund | Dec 31, 2024 | 15.4M | 68.2M | 1.5% |
| Schwab Strategic Tr-Schwab Fundamental U.S. Large Company Index ETF | Nov 30, 2024 | 13.3M | 58.8M | 1.3% |
| Fidelity Small Cap Index Fund | Dec 31, 2024 | 10.2M | 45.1M | 1% |
| iShares Russell 2000 Value ETF | Dec 31, 2024 | 9.8M | 43.4M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.