Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 11.6M | 94.5M | 58.7% |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | Jan 31, 2026 | 5.2M | 42.1M | 26.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 4.0M | 32.4M | 20.1% |
| Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF | Feb 28, 2026 | 2.4M | 19.4M | 12.1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 2.0M | 16.6M | 10.3% |
| SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E | Jan 31, 2026 | 1.9M | 15.8M | 9.8% |
| Invesco Exch-Trd Fd. TRT-Invesco Dorsey Wright Technology Momentum ETF | Jan 31, 2026 | 1.7M | 13.9M | 8.6% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 1.6M | 13.1M | 8.2% |
| Manager Directed Portfolios-Hood River New Opportunities Fund | Jan 31, 2026 | 1.1M | 9.3M | 5.8% |
| SPDR SERIES TRUST-State Street SPDR S&P Telecom ETF | Jan 31, 2026 | 1.0M | 8.2M | 5.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.