Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 31.6M | 197.4M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 22.7M | 141.9M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 22.5M | 140.6M | 2.0% |
| SmallCap World Fund Inc | Mar 31, 2026 | 21.2M | 132.4M | 1.9% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Apr 30, 2026 | 18.6M | 116.0M | 1.7% |
| VanEck ETF Trust-VanEck Oil Services ETF | Apr 30, 2026 | 15.8M | 98.6M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 12.7M | 79.5M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 12.7M | 79.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 10.7M | 66.8M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 9.1M | 56.8M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.