Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.1M | 80.7M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 5.2M | 59.5M | 1.8% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 5.0M | 56.4M | 1.7% |
| Fidelity Select Portfolios-Select Communication Services Portfolio | Feb 28, 2026 | 3.5M | 39.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 3.4M | 38.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.5M | 28.0M | 0.9% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Intrinsic Value Fund | Mar 31, 2026 | 2.1M | 24.4M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 2.0M | 22.5M | 0.7% |
| iShares Trust-iShares Russell 2000 Value ETF | Feb 28, 2026 | 1.8M | 20.1M | 0.6% |
| BlackRock Funds V-BlackRock Strategic Income Opportunities Portfolio | Dec 31, 2025 | 1.3M | 15.0M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.