Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 954.4K | 33.9M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 749.9K | 26.6M | 2.3% |
| JANUS INVESTMENT FUND-Janus Henderson Venture Fund | Dec 31, 2025 | 436.6K | 15.5M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 342.3K | 12.2M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 298.0K | 10.6M | 0.9% |
| iShares Trust-iShares Russell 2000 Growth ETF | Mar 31, 2026 | 251.5K | 8.9M | 0.8% |
| -Dan IVES Wedbush AI Revolution ETF | Jan 31, 2026 | 218.2K | 7.7M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 166.9K | 5.9M | 0.5% |
| TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund | Jan 31, 2026 | 167.9K | 6.0M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 155.3K | 5.5M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.