Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 44.5M | 65.0M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Jun 30, 2026 | 35.6M | 52.0M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 32.1M | 46.8M | 2.3% |
| iShares Trust-iShares Global Clean Energy ETF | Jun 30, 2026 | 30.6M | 44.7M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Mar 31, 2026 | 17.9M | 26.2M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 15.5M | 22.7M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | May 31, 2026 | 13.2M | 19.3M | 0.9% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jun 30, 2026 | 12.6M | 18.4M | 0.9% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jun 30, 2026 | 7.1M | 10.4M | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | May 31, 2026 | 6.8M | 9.9M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.