Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E | Mar 31, 2026 | 5.9M | 4.3M | 23.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.0M | 2.2M | 12.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.1M | 835.7K | 4.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 616.2K | 454.1K | 2.5% |
| SPDR SERIES TRUST-State Street SPDR S&P Kensho Smart Mobility ETF | Mar 31, 2026 | 271.0K | 199.8K | 1.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 214.3K | 157.9K | 0.9% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 157.5K | 116.1K | 0.6% |
| SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund | Jan 31, 2026 | 89.3K | 65.8K | 0.4% |
| VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund | Dec 31, 2025 | 65.6K | 48.3K | 0.3% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Feb 28, 2026 | 64.7K | 47.7K | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.