Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.4M | 4.4M | 2.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.0M | 3.6M | 1.6% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 755.5K | 1.4M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 529.8K | 964.3K | 0.4% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 395.8K | 720.3K | 0.3% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 357.7K | 651.0K | 0.3% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 284.1K | 517.1K | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 234.7K | 427.1K | 0.2% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 217.6K | 396.1K | 0.2% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 211.5K | 385.0K | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.