Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 348.4K | 1.0M | 1.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 314.5K | 921.4K | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 191.0K | 559.6K | 0.5% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 148.2K | 434.2K | 0.4% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 114.8K | 336.4K | 0.3% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 86.4K | 253.2K | 0.2% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 72.9K | 213.6K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 47.4K | 139.0K | 0.1% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 42.4K | 124.3K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 37.4K | 109.7K | 0.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.