Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 2.4M | 206.7M | 2.9% |
| BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF | Aug 31, 2026 | 1.6M | 137.0M | 1.9% |
| AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund | Jul 31, 2026 | 1.4M | 117.0M | 1.6% |
| AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd. | Jul 31, 2026 | 1.1M | 93.9M | 1.3% |
| OBERWEIS FUNDS-Oberweis Small-Cap Opportunities Fund | Jun 30, 2026 | 1.1M | 91.5M | 1.3% |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | Jul 31, 2026 | 1.0M | 86.4M | 1.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 984.5K | 84.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 874.4K | 74.7M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 865.1K | 73.9M | 1.0% |
| OBERWEIS FUNDS-Oberweis Micro-Cap Fund | Jun 30, 2026 | 528.8K | 45.2M | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.