Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 587.3K | 37.7M | 2.0% |
| ARK ETF Trust-ARK Innovation ETF | Jan 31, 2026 | 549.6K | 35.3M | 1.9% |
| Franklin Custodian Funds-FRANKLIN DYNATECH FUND | Dec 31, 2025 | 500K | 32.1M | 1.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 456.0K | 29.3M | 1.6% |
| SmallCap World Fund Inc | Dec 31, 2025 | 393.2K | 25.2M | 1.3% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Nov 30, 2025 | 360.5K | 23.1M | 1.2% |
| HARBOR FUNDS-Harbor Small Cap Growth Fund | Jan 31, 2026 | 293.2K | 18.8M | 1% |
| LORD ABBETT DEVELOPING GROWTH Fd., INC.-Lord Abbett Developing Growth | Jan 31, 2026 | 280.6K | 18.0M | 1.0% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | Jan 31, 2026 | 241.7K | 15.5M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 230.3K | 14.8M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.