Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 855.7K | 19.5M | 2.7% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2026 | 753.2K | 17.1M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Aug 31, 2026 | 724.6K | 16.5M | 2.3% |
| IVY FUNDS-Nomura Small Cap Growth Fund | Jun 30, 2026 | 570.5K | 13.0M | 1.8% |
| T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U. | Jun 30, 2026 | 493.4K | 11.2M | 1.6% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | May 31, 2026 | 402.0K | 9.1M | 1.3% |
| TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund | Jul 31, 2026 | 338.5K | 7.7M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 307.5K | 7.0M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jul 31, 2026 | 309.3K | 7.0M | 1.0% |
| RBB Fund, Inc.-Emerald Growth Fund | Aug 31, 2026 | 269.4K | 6.1M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.