Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.2M | 13.6M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 929.0K | 10.9M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 424.6K | 5.0M | 1.1% |
| PARADIGM FUNDS-Paradigm Micro-Cap Fund | Dec 31, 2025 | 400K | 4.7M | 1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 372.6K | 4.4M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 326.2K | 3.8M | 0.8% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 254.8K | 3.0M | 0.6% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 190.5K | 2.2M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 190.1K | 2.2M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 185.3K | 2.2M | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.