Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| ARK ETF Trust-ARK Innovation ETF | Jan 31, 2026 | 5.4M | 205.7M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.5M | 133.8M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.5M | 96.4M | 1.5% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | Nov 30, 2025 | 2.1M | 81.3M | 1.2% |
| ARK ETF Trust-ARK Genomic Revolution ETF | Jan 31, 2026 | 1.8M | 66.4M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.4M | 54.4M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.1M | 41.6M | 0.6% |
| BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF | Jan 31, 2026 | 810.3K | 30.6M | 0.5% |
| iShares Trust-iShares Biotechnology ETF | Jan 31, 2026 | 747.3K | 28.3M | 0.4% |
| Franklin Custodian Funds-FRANKLIN DYNATECH FUND | Dec 31, 2025 | 750K | 28.4M | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.