Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 14.7M | 59.1M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 10.6M | 42.8M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Jun 30, 2026 | 6.1M | 24.6M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 5.5M | 22.2M | 1.0% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Aug 31, 2026 | 2.4M | 9.7M | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | May 31, 2026 | 2.2M | 9.1M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jul 31, 2026 | 2.1M | 8.3M | 0.4% |
| iShares Trust-iShares Russell Mid-Cap ETF | Aug 31, 2026 | 2.0M | 8.2M | 0.4% |
| Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund | Aug 31, 2026 | 2.0M | 8.2M | 0.4% |
| Dimensional ETF Trust-Dimensional U.S. Small Cap ETF | Jul 31, 2026 | 1.6M | 6.4M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.