Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.7M | 4.3M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 718.4K | 1.8M | 0.8% |
| Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF | Apr 30, 2026 | 487.1K | 1.2M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Mar 31, 2026 | 418.8K | 1.0M | 0.4% |
| Procure ETF Trust II-Procure Space ETF | Jan 31, 2026 | 353.3K | 883.3K | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 305.1K | 762.8K | 0.3% |
| iShares Trust-iShares Micro-Cap ETF | Mar 31, 2026 | 183.6K | 459.0K | 0.2% |
| Bridge Builder Trust-Bridge Builder Small/Mid Cap Growth Fund | Dec 31, 2025 | 173.4K | 433.5K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Mar 31, 2026 | 109.9K | 274.8K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Mar 31, 2026 | 115.7K | 289.3K | 0.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.