Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.4M | 757.0M | 21.9% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 4.9M | 585.8M | 17.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 4.8M | 568.9M | 16.5% |
| ETF Series Solutions-Defiance Quantum ETF | Dec 31, 2025 | 3.2M | 378.2M | 10.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.1M | 244.4M | 7.1% |
| GLOBAL X FUNDS-Global X Artificial Intelligence & Technology ETF | Feb 28, 2026 | 2.0M | 243.4M | 7.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 2.0M | 232.3M | 6.7% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 1.7M | 201.9M | 5.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 999.0K | 118.8M | 3.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 659.7K | 78.4M | 2.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.