Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 10.4M | 2.6B | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 8.0M | 2.0B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 7.5M | 1.9B | 2.0% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 5.3M | 1.3B | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 4.2M | 1.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 3.7M | 952.9M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 3.2M | 827.0M | 0.9% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 2.8M | 719.8M | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 1.8M | 467.1M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 1.6M | 415.3M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.