Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 78.2K | 4.7M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 57.3K | 3.4M | 1.6% |
| Grandeur Peak Global Trust-Grandeur Peak US Stalwarts Fund | Jan 31, 2026 | 32.8K | 2.0M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 27.6K | 1.7M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 23.8K | 1.4M | 0.7% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 22.0K | 1.3M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 13.4K | 805.1K | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 12.0K | 719.9K | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jan 31, 2026 | 10.8K | 646.0K | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | Jan 31, 2026 | 10.5K | 627.7K | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.