Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.6M | 85.7M | 3.0% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 1.2M | 67.6M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 1.2M | 67.4M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.1M | 61.9M | 2.1% |
| First Trust Exchange-Traded Fund II-First Trust Cloud Computing ETF | Mar 31, 2026 | 707.3K | 38.7M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 638.9K | 35.0M | 1.2% |
| Conestoga Funds-Conestoga Small Cap Fund | Dec 31, 2025 | 584.7K | 32.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 565.7K | 31.0M | 1.1% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund | Dec 31, 2025 | 553.5K | 30.3M | 1.1% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | Jan 31, 2026 | 503.7K | 27.6M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.