Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 18.4M | 109.6M | 1.9% |
| iShares Trust-iShares Russell 2000 ETF | Jun 30, 2026 | 17.5M | 104.2M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 13.3M | 79.4M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 8.5M | 50.6M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 6.8M | 40.2M | 0.7% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jun 30, 2026 | 6.2M | 37.1M | 0.6% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Apr 30, 2026 | 5.8M | 34.5M | 0.6% |
| ARK ETF Trust-ARK Autonomous Technology & Robotics ETF | Jun 30, 2026 | 3.5M | 20.6M | 0.3% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | May 31, 2026 | 3.1M | 18.6M | 0.3% |
| Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF | Jun 30, 2026 | 2.8M | 16.9M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.