Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 963.9K | 1.1M | 1.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 665.8K | 739.0K | 1.3% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 494.2K | 548.5K | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 424.4K | 471.1K | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 374.8K | 416.0K | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 255.7K | 283.9K | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 222.7K | 247.2K | 0.4% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 119.9K | 133.1K | 0.2% |
| ETF Opportunities Trust-Kingsbarn Dividend Opportunity ETF | Jan 31, 2026 | 107.9K | 119.7K | 0.2% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jan 31, 2026 | 112.2K | 124.6K | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.