Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| ARK ETF Trust-ARK Genomic Revolution ETF | Sep 30, 2025 | 7.4M | 9.2M | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.9M | 6.1M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.9M | 4.8M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.7M | 2.2M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.5M | 1.8M | 0.7% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 1.4M | 1.7M | 0.7% |
| Northern Funds-SMALL CAP VALUE FUND | Sep 30, 2025 | 936.2K | 1.2M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 891.3K | 1.1M | 0.5% |
| TIAA-CREF Funds-Nuveen Equity Index Fund | Jul 31, 2025 | 902.2K | 1.1M | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 658.7K | 820.1K | 0.3% |
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