Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 12.1M | 960.7M | 2.6% |
| Invesco QQQ Trust, Series 1 | Aug 31, 2026 | 9.6M | 766.0M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 8.2M | 655.8M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 4.5M | 360.7M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 3.0M | 240.9M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Jun 30, 2026 | 2.9M | 231.8M | 0.6% |
| BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF | Aug 31, 2026 | 2.7M | 215.4M | 0.6% |
| ARK ETF Trust-ARK Innovation ETF | Sep 30, 2026 | 2.6M | 209.3M | 0.6% |
| Invesco Exchange-Traded Fund Trust II-Invesco NASDAQ 100 ETF | Aug 31, 2026 | 2.1M | 163.4M | 0.5% |
| iShares Trust-iShares Russell Mid-Cap Growth ETF | Aug 31, 2026 | 2.0M | 156.3M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.