Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.4M | 78.4M | 21.9% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 5.0M | 62.2M | 17.4% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 4.9M | 60.3M | 16.9% |
| ETF Series Solutions-Defiance Quantum ETF | Dec 31, 2025 | 3.2M | 39.1M | 10.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.1M | 25.3M | 7.1% |
| GLOBAL X FUNDS-Global X Artificial Intelligence & Technology ETF | Apr 30, 2026 | 2.0M | 25.2M | 7.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 2.0M | 24.3M | 6.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Mar 31, 2026 | 1.6M | 20.3M | 5.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Mar 31, 2026 | 1.0M | 12.6M | 3.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Feb 28, 2026 | 999.1K | 12.3M | 3.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.