Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 731.8K | 9.2M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 652.3K | 8.2M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 325.8K | 4.1M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 267.1K | 3.4M | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 236.1K | 3.0M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jan 31, 2026 | 159.8K | 2.0M | 0.5% |
| TIAA-CREF Funds-Nuveen Equity Index Fund | Jan 31, 2026 | 151.2K | 1.9M | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 134.2K | 1.7M | 0.4% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 74.7K | 940.2K | 0.2% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jan 31, 2026 | 68.7K | 864.1K | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.