Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 2.4M | 44.5M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.1M | 20.0M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 922.4K | 17.2M | 0.9% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | Feb 28, 2026 | 817.4K | 15.2M | 0.8% |
| iShares Trust-iShares Biotechnology ETF | Mar 31, 2026 | 704.5K | 13.1M | 0.6% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 580.4K | 10.8M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 560.5K | 10.5M | 0.5% |
| Vanguard Explorer Fund | Jan 31, 2026 | 506.4K | 9.4M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 480.9K | 9.0M | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Feb 28, 2026 | 466.3K | 8.7M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.