Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.5M | 18.5M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.9M | 12.1M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.6M | 6.5M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 1.2M | 5.0M | 0.7% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 1.0M | 4.3M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 746.4K | 3.1M | 0.4% |
| VANGUARD WELLINGTON FUND-Vanguard U.S. Momentum Factor ETF | Nov 30, 2025 | 509.8K | 2.1M | 0.3% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 492.4K | 2.0M | 0.3% |
| TIAA-CREF Funds-Nuveen Equity Index Fund | Jan 31, 2026 | 383.9K | 1.6M | 0.2% |
| iShares Trust-iShares Core S&P Total U.S. Stock Market ETF | Jan 31, 2026 | 352.0K | 1.5M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.