Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.3M | 94.1M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.7M | 68.3M | 2.1% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 1.5M | 60.9M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 955.3K | 38.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 845.9K | 34.2M | 1.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 490.8K | 19.8M | 0.6% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | Jan 31, 2026 | 458.0K | 18.5M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 412.2K | 16.7M | 0.5% |
| Franklin Custodian Funds-FRANKLIN DYNATECH FUND | Dec 31, 2025 | 400K | 16.2M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 373.8K | 15.1M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.