Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.7M | 28.3M | 2.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 3.2M | 15.7M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.9M | 9.3M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 1.3M | 6.4M | 0.5% |
| Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF | Feb 28, 2026 | 1.2M | 6.1M | 0.4% |
| SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E | Feb 28, 2026 | 1.2M | 6.1M | 0.4% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 1.1M | 5.6M | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 909.4K | 4.5M | 0.3% |
| SPDR SERIES TRUST-SPDR S&P Kensho Clean Power ETF | Feb 28, 2026 | 882.7K | 4.4M | 0.3% |
| Invesco Exch-Trd Fd. TRT-Invesco Dorsey Wright Industrials Momentum ET | Feb 28, 2026 | 564.5K | 2.8M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.