Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jul 31, 2026 | 1.2M | 9.1B | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 1.1M | 8.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 826.1K | 6.1B | 2.3% |
| SmallCap World Fund Inc | Jun 30, 2026 | 786.8K | 5.8B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Mar 31, 2026 | 462.3K | 3.4B | 1.3% |
| BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF | Jun 30, 2026 | 405.1K | 3.0B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 399.9K | 3.0B | 1.1% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Jun 30, 2026 | 389.3K | 2.9B | 1.1% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Jun 30, 2026 | 385.5K | 2.8B | 1.1% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 362.6K | 2.7B | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.