Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.9M | 20.7M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.2M | 13.3M | 1.5% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 847.8K | 9.4M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 619.5K | 6.8M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 491.8K | 5.4M | 0.6% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 428.9K | 4.7M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 304.7K | 3.4M | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 284.0K | 3.1M | 0.3% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 265.7K | 2.9M | 0.3% |
| VANGUARD WORLD FUND-Vanguard Consumer Discretionary Index Fund | Nov 30, 2025 | 236.3K | 2.6M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.