Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 294.2K | 8.8M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 132.7K | 4.0M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 75.8K | 2.3M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 54.4K | 1.6M | 0.5% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 48.0K | 1.4M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 38.5K | 1.1M | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 25.3K | 752.5K | 0.2% |
| VANGUARD WELLINGTON FUND-Vanguard U.S. Momentum Factor ETF | Nov 30, 2025 | 21.0K | 625.9K | 0.2% |
| AMG Funds I-AMG Frontier Small Cap Growth Fund | Jan 31, 2026 | 19.9K | 593.3K | 0.2% |
| M FUND INC-M Capital Appreciation Fund | Dec 31, 2025 | 17.6K | 524.9K | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.