Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 44.5M | 94.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 32.1M | 68.3M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | May 31, 2026 | 31.7M | 67.5M | 2.3% |
| iShares Trust-iShares Global Clean Energy ETF | May 31, 2026 | 29.9M | 63.7M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Mar 31, 2026 | 17.9M | 38.2M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 15.5M | 33.1M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Apr 30, 2026 | 13.1M | 27.9M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | May 31, 2026 | 11.5M | 24.4M | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | May 31, 2026 | 7.2M | 15.3M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 6.7M | 14.4M | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.