Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.3M | 46.9M | 14.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.3M | 36.5M | 11.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 3.2M | 34.7M | 11.0% |
| ETF Series Solutions-Defiance Quantum ETF | Sep 30, 2025 | 1.6M | 17.8M | 5.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.5M | 15.9M | 5.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.3M | 14.6M | 4.6% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 1.2M | 12.8M | 4.0% |
| GLOBAL X FUNDS-Global X Artificial Intelligence & Technology ETF | Sep 30, 2025 | 942.5K | 10.3M | 3.2% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 719.6K | 7.9M | 2.5% |
| FIDELITY COVINGTON TRT-Fidelity MSCI Information Technology Index ETF | Oct 31, 2025 | 622.6K | 6.8M | 2.1% |
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