Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund | Feb 28, 2026 | 7.8M | 740.7M | 6.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.1M | 389.5M | 3.1% |
| ARK ETF Trust-ARK Innovation ETF | Dec 31, 2025 | 3.8M | 356.4M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.0M | 281.7M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.7M | 158.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.4M | 133.8M | 1.1% |
| Variable Insurance Products Fund III-Growth Opportunities Portfolio | Feb 28, 2026 | 1.2M | 113.7M | 0.9% |
| ARK ETF Trust-ARK Next Generation Internet ETF | Dec 31, 2025 | 1.1M | 108.5M | 0.9% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 752.4K | 71.4M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 683.7K | 64.9M | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.