Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 5.2M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.1M | 4.0M | 2.4% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 705.5K | 2.6M | 1.6% |
| Third Avenue Trust-THIRD AVENUE SMALL-CAP VALUE FUND | Oct 31, 2025 | 676.6K | 2.5M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 479.9K | 1.8M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 399.4K | 1.5M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 372.1K | 1.4M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 285.0K | 1.1M | 0.6% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 223.4K | 835.5K | 0.5% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Nov 30, 2025 | 220.2K | 823.5K | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.