Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 2.2M | 82.9M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Aug 31, 2026 | 1.8M | 69.4M | 2.4% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | May 31, 2026 | 1.7M | 64.4M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 1.6M | 60.0M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Jun 30, 2026 | 913.4K | 34.5M | 1.2% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jul 31, 2026 | 786.8K | 29.8M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 749.2K | 28.3M | 1.0% |
| iShares Trust-iShares Russell 2000 Growth ETF | Aug 31, 2026 | 674.3K | 25.5M | 0.9% |
| J.P. Morgan Exchange-Traded Fund Trust-JPMorgan U.S. Tech Leaders ETF | Jun 30, 2026 | 644.2K | 24.4M | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Aug 31, 2026 | 318.8K | 12.1M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.