Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.2M | 13.2M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.2M | 9.1M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.1M | 4.6M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 894.8K | 3.7M | 0.7% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 784.2K | 3.3M | 0.6% |
| iShares Trust-iShares Biotechnology ETF | Jan 31, 2026 | 681.9K | 2.8M | 0.6% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund | Dec 31, 2025 | 592.6K | 2.5M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 516.6K | 2.1M | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 427.0K | 1.8M | 0.3% |
| iShares Trust-iShares Core S&P Total U.S. Stock Market ETF | Jan 31, 2026 | 372.1K | 1.5M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.