Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 761.6K | 7.5M | 1.9% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 603.6K | 5.9M | 1.5% |
| Hennessy Funds Trust-Hennessy Cornerstone Growth Fund | Jan 31, 2026 | 415.4K | 4.1M | 1.0% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF | Feb 28, 2026 | 370.8K | 3.6M | 0.9% |
| SPDR SERIES TRUST-State Street SPDR S&P Retail ETF | Jan 31, 2026 | 351.6K | 3.4M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 313.3K | 3.1M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 245.2K | 2.4M | 0.6% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Nov 30, 2025 | 218.1K | 2.1M | 0.5% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 214.4K | 2.1M | 0.5% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Dec 31, 2025 | 210.4K | 2.1M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.