Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| ARK ETF Trust-ARK Innovation ETF | Sep 30, 2025 | 4.9M | 311.4M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.2M | 200.9M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.4M | 151.1M | 1.4% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | Aug 31, 2025 | 2.2M | 141.0M | 1.3% |
| ARK ETF Trust-ARK Genomic Revolution ETF | Sep 30, 2025 | 1.4M | 91.3M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.3M | 84.6M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.1M | 67.1M | 0.6% |
| BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF | Sep 30, 2025 | 803.3K | 50.6M | 0.5% |
| iShares Trust-iShares Biotechnology ETF | Sep 30, 2025 | 567.2K | 35.7M | 0.3% |
| iShares Trust-iShares Russell Mid-Cap Growth ETF | Sep 30, 2025 | 552.6K | 34.8M | 0.3% |
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