Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 4.0M | 1.2B | 2.1% |
| iShares Trust-iShares Russell 2000 ETF | May 31, 2025 | 3.2M | 1.0B | 1.7% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2025 | 2.8M | 873.9M | 1.5% |
| SPDR SERIES TRUST-SPDR(R) S&P(R) Semiconductor ETF | May 31, 2025 | 2.1M | 661.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2025 | 2.1M | 652.1M | 1.1% |
| Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF | May 31, 2025 | 2.0M | 612.2M | 1.0% |
| Columbia Funds Series Trust I-Columbia Small Cap Value Fund I | Apr 30, 2025 | 1.3M | 414.6M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Apr 30, 2025 | 1.3M | 410.8M | 0.7% |
| Meridian Fund Inc-MERIDIAN CONTRARIAN FUND | Mar 31, 2025 | 1.1M | 352.5M | 0.6% |
| iShares Trust-iShares Russell 2000 Value ETF | May 31, 2025 | 1.0M | 316.4M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.