Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 761.6K | 232.3M | 2% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 619.6K | 189.0M | 1.6% |
| Hennessy Funds Trust-Hennessy Cornerstone Growth Fund | Mar 31, 2026 | 415.4K | 126.7M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 313.3K | 95.6M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 246.4K | 75.2M | 0.6% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Feb 28, 2026 | 213.1K | 65.0M | 0.6% |
| iShares Trust-iShares Russell 2000 Growth ETF | Mar 31, 2026 | 209.8K | 64.0M | 0.6% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Dec 31, 2025 | 210.4K | 64.2M | 0.6% |
| SPDR SERIES TRUST-State Street SPDR S&P Retail ETF | Apr 30, 2026 | 200.2K | 61.1M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Mar 31, 2026 | 159.3K | 48.6M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.