Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 6.5M | 1.7% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 1.3M | 6.2M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 613.4K | 2.9M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 511.9K | 2.4M | 0.6% |
| iShares Trust-iShares Russell 2000 Growth ETF | Feb 28, 2026 | 444.0K | 2.1M | 0.6% |
| TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund | Jan 31, 2026 | 301.2K | 1.4M | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 288.5K | 1.4M | 0.4% |
| Victory Portfolios III-Victory Small Cap Stock Fund | Jan 31, 2026 | 278.3K | 1.3M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jan 31, 2026 | 263.2K | 1.2M | 0.3% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 267.3K | 1.3M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.