Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.7M | 27.2M | 2.2% |
| ARK ETF Trust-ARK Genomic Revolution ETF | Feb 28, 2026 | 5.3M | 25.3M | 2.0% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 4.8M | 22.8M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.2M | 10.7M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 1.9M | 9.1M | 0.7% |
| Manager Directed Portfolios-Hood River New Opportunities Fund | Jan 31, 2026 | 1.9M | 9.1M | 0.7% |
| iShares Trust-iShares Russell 2000 Growth ETF | Mar 31, 2026 | 1.6M | 7.7M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 1.1M | 5.2M | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 997.7K | 4.8M | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Feb 28, 2026 | 971.5K | 4.7M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.