Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.8M | 29.3M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 3.1M | 23.6M | 2.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 3.0M | 23.3M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.7M | 21.0M | 1.9% |
| GLOBAL X FUNDS-Global X Artificial Intelligence & Technology ETF | Mar 31, 2026 | 1.9M | 14.6M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.5M | 11.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.3M | 10.2M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 1.2M | 9.4M | 0.9% |
| iShares Trust-iShares Russell 2000 Growth ETF | Feb 28, 2026 | 1.1M | 8.1M | 0.7% |
| First TRT Exch-Trd Fd. VI-First TRT Nasdaq Artificial Intelligence and | Feb 28, 2026 | 745.6K | 5.7M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.