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 | Mar 31, 2026 | 2.3M | 4.1M | 1.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 761.8K | 1.4M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 529.8K | 969.6K | 0.4% |
| iShares Trust-iShares Russell 2000 Growth ETF | Mar 31, 2026 | 507.0K | 927.9K | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Feb 28, 2026 | 383.5K | 701.7K | 0.3% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 284.1K | 519.9K | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 237.2K | 434.1K | 0.2% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 222.7K | 407.5K | 0.2% |
| iShares Trust-iShares Micro-Cap ETF | Mar 31, 2026 | 218.7K | 400.3K | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.