Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.1M | 283.8M | 2.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 2.5M | 227.0M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 2.4M | 217.8M | 2.1% |
| Columbia Funds Series Trust I-Columbia Small Cap Growth Fund | Feb 28, 2026 | 1.2M | 106.8M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.0M | 94.9M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 937.7K | 85.8M | 0.8% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 933.3K | 85.4M | 0.8% |
| Amplify ETF Trust-Amplify Blockchain Technology ETF | Dec 31, 2025 | 858.6K | 78.6M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 841.2K | 77.0M | 0.8% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Dec 31, 2025 | 598.0K | 54.7M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.