Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2025 | 6.8M | 349.1M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Aug 31, 2025 | 5.7M | 294.8M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2025 | 5.2M | 265.4M | 1.7% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2025 | 3.5M | 179.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2025 | 3.5M | 179.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Jun 30, 2025 | 2.9M | 147.2M | 1.0% |
| MORGAN STANLEY INSTITUTIONAL FUND INC-GROWTH PORTFOLIO | Jun 30, 2025 | 2.7M | 139.6M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jul 31, 2025 | 2.4M | 122.8M | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Aug 31, 2025 | 2.1M | 107.4M | 0.7% |
| Brighthouse Funds Trust I-Morgan Stanley Discovery Portfolio | Jun 30, 2025 | 1.7M | 87.6M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.