Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 14.4M | 282.3M | 35.2% |
| ARK ETF Trust-ARK Innovation ETF | Jul 31, 2026 | 5.4M | 105.0M | 13.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 5.2M | 102.5M | 12.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 5.1M | 99.3M | 12.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 3.3M | 65.3M | 8.1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jun 30, 2026 | 2.9M | 56.8M | 7.1% |
| iShares Trust-iShares Expanded Tech-Software Sector ETF | Jun 30, 2026 | 2.9M | 56.6M | 7.1% |
| Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund | Jun 30, 2026 | 2.6M | 50.9M | 6.3% |
| iShares Trust-iShares Russell Mid-Cap ETF | Jun 30, 2026 | 2.3M | 45.2M | 5.6% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | May 31, 2026 | 2.2M | 42.8M | 5.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.