Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.0M | 65.9M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.5M | 49.4M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 741.6K | 24.0M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 621.6K | 20.1M | 0.7% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 541.4K | 17.5M | 0.6% |
| Invesco Exchange-Traded Fund Trust-Invesco Pharmaceuticals ETF | Jan 31, 2026 | 375.8K | 12.1M | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 358.6K | 11.6M | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 326.4K | 10.5M | 0.4% |
| OBERWEIS FUNDS-Oberweis Micro-Cap Fund | Dec 31, 2025 | 321.2K | 10.4M | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 315.4K | 10.2M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.