Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.1M | 44.3M | 3.0% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Feb 28, 2026 | 2.6M | 36.8M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.4M | 35.2M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.2M | 32.1M | 2.2% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 1.7M | 24.5M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.4M | 20.7M | 1.4% |
| VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund | Nov 30, 2025 | 1.2M | 16.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.1M | 15.9M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 990.5K | 14.3M | 1.0% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 638.9K | 9.2M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.