Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Midcap ETF | Dec 31, 2022 | 1.0M | 26.0M | 3.1% |
| Vanguard Total Stock Market Index Fund | Sep 30, 2022 | 942.6K | 24.0M | 2.8% |
| Vanguard Small-Cap Index Fund | Sep 30, 2022 | 797.5K | 20.3M | 2.4% |
| iShares Russell 2000 ETF | Dec 31, 2022 | 735.4K | 18.7M | 2.2% |
| Delaware Group Equity Fds V-Small Cap Core Fund | Nov 30, 2022 | 597.2K | 15.2M | 1.8% |
| Capitol Ser Tr-Fuller & Thaler Behavioral Small Cap Equity Fd | Nov 30, 2022 | 572.9K | 14.6M | 1.7% |
| Vanguard Small-Cap Growth Index Fund | Sep 30, 2022 | 460.8K | 11.7M | 1.4% |
| Vanguard Extended Market Index Fund | Sep 30, 2022 | 442.1K | 11.3M | 1.3% |
| Fidelity Select Portfolios-IT Services | Dec 31, 2022 | 434.5K | 11.1M | 1.3% |
| Fidelity Series Small Cap Opportunities Fund | Nov 30, 2022 | 401.9K | 10.2M | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.