Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 890.9K | 3.6M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 724.3K | 2.9M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 328.3K | 1.3M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 296.0K | 1.2M | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 255.8K | 1.0M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 170.9K | 690.4K | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 143.1K | 578.0K | 0.4% |
| Jacob Funds Inc.-Jacob Internet Fund | Jan 31, 2026 | 100K | 404.0K | 0.3% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 82.4K | 332.8K | 0.2% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jan 31, 2026 | 73.5K | 296.9K | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.