Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 853.6K | 6.2M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 737.3K | 5.4M | 2.3% |
| iShares Trust-iShares Mortgage Real Estate ETF | Jan 31, 2026 | 392.1K | 2.8M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 360.3K | 2.6M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 275.3K | 2.0M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 247.6K | 1.8M | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 165.8K | 1.2M | 0.5% |
| ETF Series Solutions-Hoya Capital High Dividend Yield ETF | Nov 30, 2025 | 159.9K | 1.2M | 0.5% |
| Target Portfolio Trust-PGIM Quant Solutions Small-Cap Value Fund | Jan 31, 2026 | 141.9K | 1.0M | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 136.5K | 990.7K | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.