Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 14.4M | 208.2M | 35.2% |
| ARK ETF Trust-ARK Innovation ETF | Apr 30, 2026 | 6.1M | 88.6M | 15.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 5.2M | 75.6M | 12.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 5.1M | 73.2M | 12.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 3.3M | 48.1M | 8.1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Mar 31, 2026 | 2.4M | 34.8M | 5.9% |
| iShares Trust-iShares Expanded Tech-Software Sector ETF | Apr 30, 2026 | 2.2M | 32.0M | 5.4% |
| ARK ETF Trust-ARK Next Generation Internet ETF | Apr 30, 2026 | 1.6M | 22.6M | 3.8% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 1.4M | 19.9M | 3.4% |
| MORGAN STANLEY INSTITUTIONAL FUND INC-GROWTH PORTFOLIO | Mar 31, 2026 | 1.3M | 18.9M | 3.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.