Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.0M | 3.7M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 939.0K | 3.3M | 2.0% |
| ROYCE FUND-Royce Small-Cap Opportunity Fund | Dec 31, 2025 | 495.2K | 1.7M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 438.4K | 1.5M | 0.9% |
| Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund | Jan 31, 2026 | 409.7K | 1.4M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 380.8K | 1.3M | 0.8% |
| SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E | Jan 31, 2026 | 318.1K | 1.1M | 0.7% |
| Bridge Builder Trust-Bridge Builder Small/Mid Cap Growth Fund | Dec 31, 2025 | 297.0K | 1.0M | 0.6% |
| Federated Hermes MDT Series-Federated Hermes MDT Small Cap Growth Fund | Jan 31, 2026 | 276.3K | 969.9K | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 230.2K | 808.1K | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.