Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Mar 31, 2026 | 9.9M | 114.0M | 6.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.9M | 45.3M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 3.0M | 34.5M | 2.0% |
| SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti | Apr 30, 2026 | 1.8M | 20.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.3M | 15.3M | 0.9% |
| iShares Trust-iShares Russell 2000 Growth ETF | Mar 31, 2026 | 1.0M | 11.7M | 0.7% |
| VANGUARD WORLD FUND-Vanguard Energy Index Fund | Feb 28, 2026 | 819.0K | 9.4M | 0.5% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 745.1K | 8.6M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Mar 31, 2026 | 655.7K | 7.5M | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 594.0K | 6.8M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.