Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| ARK ETF Trust-ARK Next Generation Internet ETF | Jun 30, 2025 | 7.8M | 14.7M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 5.7M | 10.8M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2025 | 4.6M | 8.6M | 1.9% |
| iShares Trust-iShares Russell 2000 ETF | May 31, 2025 | 4.4M | 8.4M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2025 | 3.3M | 6.2M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Mar 31, 2025 | 2.6M | 4.8M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Apr 30, 2025 | 1.7M | 3.3M | 0.7% |
| iShares Trust-iShares Russell 2000 Value ETF | May 31, 2025 | 1.6M | 3.0M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | May 31, 2025 | 1.1M | 2.1M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2025 | 955.1K | 1.8M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.