Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| ARK ETF Trust-ARK Innovation ETF | Dec 31, 2025 | 5.1M | 203.1M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.5M | 141.5M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.5M | 102.0M | 1.5% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | Nov 30, 2025 | 2.1M | 86.0M | 1.2% |
| ARK ETF Trust-ARK Genomic Revolution ETF | Jan 31, 2026 | 1.8M | 70.2M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.4M | 57.6M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.1M | 44.0M | 0.6% |
| BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF | Jan 31, 2026 | 810.3K | 32.4M | 0.5% |
| Franklin Custodian Funds-FRANKLIN DYNATECH FUND | Dec 31, 2025 | 750K | 30M | 0.4% |
| iShares Trust-iShares Biotechnology ETF | Jan 31, 2026 | 747.3K | 29.9M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.