Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 9.7M | 863.8M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 6.7M | 598.1M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 4.0M | 356.1M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Dec 31, 2025 | 2.6M | 229.7M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.5M | 218.5M | 0.6% |
| Fidelity Select Portfolios-Technology Portfolio | Feb 28, 2026 | 1.7M | 155.0M | 0.4% |
| ARK ETF Trust-ARK Innovation ETF | Feb 28, 2026 | 1.5M | 130.7M | 0.3% |
| First Trust Exchange-Traded Fund II-First Trust Cloud Computing ETF | Jan 31, 2026 | 1.2M | 106.9M | 0.3% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 1.2M | 106.2M | 0.3% |
| AIM Counselor Series TRT -INVESCO AMERICAN FRANCHISE Fd. | Nov 30, 2025 | 1.2M | 104.7M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.