Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 44.5M | 127.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 32.1M | 91.6M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Apr 30, 2026 | 31.2M | 89.0M | 2.2% |
| iShares Trust-iShares Global Clean Energy ETF | Apr 30, 2026 | 26.3M | 75.1M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Mar 31, 2026 | 17.9M | 51.2M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 15.5M | 44.4M | 1.1% |
| iShares Trust-iShares Russell 2000 Value ETF | Apr 30, 2026 | 11.3M | 32.2M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 11.0M | 31.5M | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Apr 30, 2026 | 7.4M | 21.0M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 6.7M | 19.3M | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.