Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.7M | 9.8M | 2.7% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 5.0M | 7.3M | 2.0% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 4.8M | 7.0M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.4M | 3.5M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 1.9M | 2.8M | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Feb 28, 2026 | 1.7M | 2.4M | 0.6% |
| SPDR SERIES TRUST-State Street SPDR S&P Software & Services ETF | Mar 31, 2026 | 1.6M | 2.4M | 0.6% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 1.1M | 1.6M | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 1.0M | 1.5M | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 991.4K | 1.4M | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.