Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 4.7M | 20.1M | 4.3% |
| iShares Trust-iShares Russell 2000 ETF | Aug 31, 2026 | 4.1M | 17.7M | 3.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 3.1M | 13.5M | 2.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jul 31, 2026 | 1.8M | 7.6M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 1.7M | 7.4M | 1.6% |
| iShares Trust-iShares Russell 2000 Growth ETF | Aug 31, 2026 | 1.5M | 6.5M | 1.4% |
| SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E | Aug 31, 2026 | 770.5K | 3.3M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Aug 31, 2026 | 733.8K | 3.2M | 0.7% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | May 31, 2026 | 700.1K | 3.0M | 0.6% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jul 31, 2026 | 391.0K | 1.7M | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.