Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 4.3M | 25.5M | 4.0% |
| iShares Trust-iShares Russell 2000 ETF | Jun 30, 2026 | 4.2M | 24.5M | 3.9% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 3.1M | 18.5M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 1.6M | 9.5M | 1.5% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jun 30, 2026 | 1.4M | 8.5M | 1.4% |
| SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E | Jun 30, 2026 | 776.4K | 4.6M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jun 30, 2026 | 774.1K | 4.5M | 0.7% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | May 31, 2026 | 700.1K | 4.1M | 0.6% |
| -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U | Jun 30, 2026 | 306.7K | 1.8M | 0.3% |
| Quantitative Master Series LLC-Master Small Cap Index Series | Jun 30, 2026 | 300.6K | 1.8M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.