Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 471.0K | 10.0M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2026 | 387.0K | 8.2M | 2.2% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Aug 31, 2026 | 162.0K | 3.4M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 139.4K | 3.0M | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2026 | 140.4K | 3.0M | 0.8% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Jun 30, 2026 | 125K | 2.7M | 0.7% |
| Teton Westwood Funds-Keeley Small Cap Fund | Sep 30, 2026 | 125K | 2.7M | 0.7% |
| Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND | Sep 30, 2026 | 119K | 2.5M | 0.7% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2026 | 84.8K | 1.8M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2026 | 81.6K | 1.7M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.