Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| ARK ETF Trust-ARK Autonomous Technology & Robotics ETF | Jul 31, 2025 | 5.7M | 27.1M | 7.0% |
| ARK ETF Trust-ARK Space Exploration & Innovation ETF | Jul 31, 2025 | 2.9M | 13.7M | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2025 | 1.8M | 8.7M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Jun 30, 2025 | 1.6M | 7.4M | 1.9% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | Apr 30, 2025 | 1.0M | 4.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2025 | 970.9K | 4.6M | 1.2% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | May 31, 2025 | 600.4K | 2.8M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Apr 30, 2025 | 579.3K | 2.7M | 0.7% |
| iShares Trust-iShares Russell 2000 Value ETF | Jun 30, 2025 | 568.0K | 2.7M | 0.7% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Apr 30, 2025 | 474.0K | 2.2M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.