Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 12.1M | 608.0M | 2.6% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2026 | 9.6M | 482.3M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 8.2M | 415.0M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 4.5M | 228.3M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 3.0M | 152.5M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Jun 30, 2026 | 2.9M | 146.7M | 0.6% |
| BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF | Sep 30, 2026 | 2.8M | 142.0M | 0.6% |
| ARK ETF Trust-ARK Innovation ETF | Oct 31, 2026 | 2.7M | 135.3M | 0.6% |
| Invesco Exchange-Traded Fund Trust II-Invesco NASDAQ 100 ETF | Sep 30, 2026 | 2.1M | 106.2M | 0.5% |
| iShares Trust-iShares Future AI & Tech ETF | Sep 30, 2026 | 2.1M | 103.4M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.