Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 44.1M | 2.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 31.6M | 1.5B | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 26.9M | 1.3B | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 17.8M | 863.0M | 1.3% |
| iShares Trust-iShares Global Clean Energy ETF | Jan 31, 2026 | 17.6M | 854.7M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 15.0M | 728.7M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 10.9M | 529.1M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 9.5M | 462.2M | 0.7% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF | Feb 28, 2026 | 8.6M | 415.7M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 6.5M | 314.0M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.