Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 199.1K | 7.7M | 2.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 157.3K | 6.1M | 1.6% |
| Invesco Exch-Trd Fd. TRT II-Invesco Dorsey Wright SmallCap Momentum ET | Jan 31, 2026 | 88.4K | 3.4M | 0.9% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Feb 28, 2026 | 75.1K | 2.9M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 72.5K | 2.8M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 63.9K | 2.5M | 0.6% |
| Segall Bryant & Hamill Trust-SBH Small Cap Value Fund | Dec 31, 2025 | 61.2K | 2.4M | 0.6% |
| CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund | Jan 31, 2026 | 59.8K | 2.3M | 0.6% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 56.9K | 2.2M | 0.6% |
| Vanguard Explorer Fund | Oct 31, 2025 | 55.4K | 2.1M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.