Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.2M | 17.1M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 907.1K | 12.5M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 401.2K | 5.5M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 367.2K | 5.1M | 0.7% |
| iShares Trust-iShares Biotechnology ETF | Jan 31, 2026 | 348.3K | 4.8M | 0.7% |
| Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF | Jan 31, 2026 | 326.7K | 4.5M | 0.6% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 256.1K | 3.5M | 0.5% |
| Janus Detroit Street Trust-Janus Henderson Small Cap Growth Alpha ETF | Jan 31, 2026 | 216.5K | 3.0M | 0.4% |
| Delaware Group Equity Funds IV-Nomura Healthcare Fund | Dec 31, 2025 | 208.8K | 2.9M | 0.4% |
| Janus Detroit Street TRT-Janus Henderson Small/Mid Cap Growth Alpha ET | Jan 31, 2026 | 199.7K | 2.8M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.