Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 14.4M | 5.5B | 35.2% |
| ARK ETF Trust-ARK Innovation ETF | Jul 31, 2026 | 5.4M | 2.1B | 13.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 5.2M | 2.0B | 12.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 5.1M | 1.9B | 12.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 3.3M | 1.3B | 8.1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jun 30, 2026 | 2.9M | 1.1B | 7.1% |
| iShares Trust-iShares Expanded Tech-Software Sector ETF | Jun 30, 2026 | 2.9M | 1.1B | 7.1% |
| Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund | Jun 30, 2026 | 2.6M | 998.0M | 6.3% |
| iShares Trust-iShares Russell Mid-Cap ETF | Jun 30, 2026 | 2.3M | 887.6M | 5.6% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | May 31, 2026 | 2.2M | 838.9M | 5.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.