Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.2M | 214.9M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 5.7M | 170.3M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.7M | 81.6M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.6M | 78.2M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 2.3M | 69.2M | 0.7% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 2.0M | 60.2M | 0.6% |
| American Century Mutual Funds, Inc.-ULTRA FUND | Jan 31, 2026 | 2.0M | 59.7M | 0.6% |
| Invesco Exchange-Traded Fund Trust-Invesco Aerospace & Defense ETF | Feb 28, 2026 | 1.9M | 58.1M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.5M | 44.0M | 0.5% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | Jan 31, 2026 | 1.4M | 41.9M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.